Exencial 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
Q2 | – | Sell |
-5,045
| Closed | -$488K | – | 494 |
|
|
2024
Q1 | $488K | Buy |
5,045
+590
| +13% | +$57.1K | 0.02% | 351 |
|
|
2023
Q4 | $385K | Buy |
4,455
+861
| +24% | +$74.5K | 0.02% | 381 |
|
|
2023
Q3 | $268K | Buy |
3,594
+471
| +15% | +$35.1K | 0.01% | 370 |
|
|
2023
Q2 | $297K | Buy |
3,123
+337
| +12% | +$32.1K | 0.01% | 368 |
|
|
2023
Q1 | $263K | Buy |
+2,786
| New | +$263K | 0.01% | 368 |
|