Forum Financial Management’s Omnicom Group OMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,536	Closed	-$689K	–	778
2025 Q4	$689K	Buy	8,536 +4,525	+113%	+$346K	0.01%	350
2025 Q3	$327K	Sell	4,011 -917	-19%	-$69.3K	﹤0.01%	689
2025 Q2	$355K	Sell	4,928 -378	-7%	-$27.9K	0.01%	569
2025 Q1	$440K	Buy	5,306 +16	+0.3%	+$1.34K	0.01%	425
2024 Q4	$455K	Buy	5,290 +2,299	+77%	+$228K	0.01%	417
2024 Q3	$309K	Buy	2,991 +9	+0.3%	+$865	0.01%	498
2024 Q2	$267K	Buy	2,982 +29	+1%	+$2.69K	﹤0.01%	529
2024 Q1	$286K	Hold	2,953	–	–	﹤0.01%	522
2023 Q4	$255K	Hold	2,953	–	–	﹤0.01%	531
2023 Q3	$220K	Hold	2,953	–	–	﹤0.01%	550
2023 Q2	$281K	Hold	2,953	–	–	0.01%	461
2023 Q1	$279K	Hold	2,953	–	–	0.01%	428
2022 Q4	$241K	Buy	+2,953	New	+$219K	0.01%	473
2022 Q2	–	Sell	-3,103	Closed	-$263K	–	634
2022 Q1	$263K	Buy	3,103 +151	+5%	+$12.1K	0.01%	460
2021 Q4	$216K	Buy	+2,952	New	+$210K	0.01%	582