EverSource Wealth Advisors’s Omnicom Group OMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
1,917
+869
+83% +$62.5K 0.01% 1035
2025
Q1
$86.9K Buy
1,048
+194
+23% +$16.1K ﹤0.01% 966
2024
Q4
$73.5K Buy
854
+202
+31% +$17.4K ﹤0.01% 1024
2024
Q3
$67.4K Buy
652
+64
+11% +$6.62K ﹤0.01% 935
2024
Q2
$57.6K Buy
588
+138
+31% +$13.5K ﹤0.01% 1025
2024
Q1
$41.8K Buy
450
+21
+5% +$1.95K ﹤0.01% 1058
2023
Q4
$37.1K Buy
429
+139
+48% +$12K ﹤0.01% 1016
2023
Q3
$21.6K Sell
290
-14
-5% -$1.04K ﹤0.01% 1095
2023
Q2
$28.9K Buy
304
+178
+141% +$16.9K ﹤0.01% 1018
2023
Q1
$11.9K Buy
126
+8
+7% +$755 ﹤0.01% 1279
2022
Q4
$9.63K Buy
118
+83
+237% +$6.77K ﹤0.01% 1347
2022
Q3
$2K Sell
35
-49
-58% -$2.8K ﹤0.01% 1704
2022
Q2
$5K Sell
84
-64
-43% -$3.81K ﹤0.01% 1278
2022
Q1
$13K Buy
148
+22
+17% +$1.93K ﹤0.01% 881
2021
Q4
$9K Buy
+126
New +$9K ﹤0.01% 1010