ERTS Wealth Advisors’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,219
| Closed | -$333K | – | 89 |
|
|
2024
Q3 | $333K | Sell |
3,219
-179
| -5% | -$18.5K | 0.06% | 69 |
|
|
2024
Q2 | $305K | Sell |
3,398
-27
| -0.8% | -$2.42K | 0.06% | 72 |
|
|
2024
Q1 | $331K | Buy |
3,425
+20
| +0.6% | +$1.94K | 0.07% | 70 |
|
|
2023
Q4 | $295K | Buy |
3,405
+100
| +3% | +$8.65K | 0.06% | 68 |
|
|
2023
Q3 | $246K | Buy |
3,305
+100
| +3% | +$7.45K | 0.06% | 73 |
|
|
2023
Q2 | $305K | Buy |
3,205
+1
| +0% | +$95 | 0.07% | 70 |
|
|
2023
Q1 | $302K | Sell |
3,204
-268
| -8% | -$25.3K | 0.07% | 74 |
|
|
2022
Q4 | $283K | Sell |
3,472
-588
| -14% | -$48K | 0.07% | 80 |
|
|
2022
Q3 | $256K | Buy |
4,060
+549
| +16% | +$34.6K | 0.07% | 75 |
|
|
2022
Q2 | $223K | Buy |
3,511
+242
| +7% | +$15.4K | 0.06% | 83 |
|
|
2022
Q1 | $277K | Buy |
+3,269
| New | +$277K | 0.08% | 71 |
|
|
2019
Q1 | – | Sell |
-1,188
| Closed | -$87K | – | 239 |
|
|
2018
Q4 | $87K | Buy |
+1,188
| New | +$87K | 0.06% | 132 |
|