Financial Synergies 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 |
-121
| Closed | -$11.7K | – | 333 |
|
|
2024
Q1 | $11.7K | Hold |
121
| – | – | ﹤0.01% | 237 |
|
|
2023
Q4 | $9.87K | Hold |
121
| – | – | ﹤0.01% | 187 |
|
|
2023
Q3 | $9.01K | Hold |
121
| – | – | ﹤0.01% | 242 |
|
|
2023
Q2 | $11.5K | Sell |
121
-42
| -26% | -$4K | ﹤0.01% | 217 |
|
|
2023
Q1 | $15.4K | Buy |
163
+42
| +35% | +$3.96K | ﹤0.01% | 200 |
|
|
2022
Q4 | $9.87K | Buy |
+121
| New | +$9.87K | ﹤0.01% | 187 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$891 | – | 505 |
|
|
2022
Q2 | $891 | Buy |
+14
| New | +$891 | ﹤0.01% | 320 |
|