Forvis Mazars Wealth Advisors’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,445
| Closed | -$210K | – | 418 |
|
|
2024
Q4 | $210K | Hold |
2,445
| – | – | ﹤0.01% | 413 |
|
|
2024
Q3 | $253K | Sell |
2,445
-9
| -0.4% | -$865 | 0.01% | 403 |
|
|
2024
Q2 | $220K | Sell |
2,454
-15
| -0.6% | -$1.39K | 0.01% | 387 |
|
|
2024
Q1 | $239K | Sell |
2,469
-70
| -3% | -$6.28K | 0.01% | 371 |
|
|
2023
Q4 | $220K | Buy |
+2,539
| New | +$200K | 0.01% | 368 |
|
|
2023
Q3 | – | Sell |
-2,602
| Closed | -$248K | – | 404 |
|
|
2023
Q2 | $248K | Hold |
2,602
| – | – | 0.01% | 376 |
|
|
2023
Q1 | $245K | Hold |
2,602
| – | – | 0.01% | 366 |
|
|
2022
Q4 | $212K | Buy |
+2,602
| New | +$193K | 0.01% | 372 |
|
|
2022
Q2 | – | Sell |
-2,478
| Closed | -$210K | – | 398 |
|
|
2022
Q1 | $210K | Buy |
+2,478
| New | +$199K | 0.01% | 289 |
|
|
2021
Q1 | – | Sell |
-3,281
| Closed | -$205K | – | 335 |
|
|
2020
Q4 | $205K | Buy |
+3,281
| New | +$188K | 0.01% | 351 |
|
|
2020
Q3 | – | Sell |
-6,047
| Closed | -$330K | – | 328 |
|
|
2020
Q2 | $330K | Sell |
6,047
-8,923
| -60% | -$486K | 0.02% | 239 |
|
|
2020
Q1 | $822K | Sell |
14,970
-9,681
| -39% | -$687K | 0.07% | 125 |
|
|
2019
Q4 | $2M | Sell |
24,651
-555
| -2% | -$43.5K | 0.14% | 86 |
|
|
2019
Q3 | $1.97M | Sell |
25,206
-105
| -0.4% | -$8.34K | 0.16% | 82 |
|
|
2019
Q2 | $2.07M | Buy |
25,311
+895
| +4% | +$70.6K | 0.17% | 75 |
|
|
2019
Q1 | $1.78M | Buy |
24,416
+717
| +3% | +$53.8K | 0.15% | 82 |
|
|
2018
Q4 | $1.74M | Sell |
23,699
-420
| -2% | -$31.1K | 0.18% | 67 |
|
|
2018
Q3 | $1.64M | Sell |
24,119
-360
| -1% | -$25.3K | 0.14% | 81 |
|
|
2018
Q2 | $1.87M | Buy |
24,479
+773
| +3% | +$57.1K | 0.18% | 75 |
|
|
2018
Q1 | $1.72M | Buy |
23,706
+864
| +4% | +$64.8K | 0.17% | 74 |
|
|
2017
Q4 | $1.66M | Buy |
22,842
+1,955
| +9% | +$140K | 0.17% | 75 |
|
|
2017
Q3 | $1.55M | Buy |
20,887
+2,483
| +13% | +$191K | 0.17% | 73 |
|
|
2017
Q2 | $1.53M | Sell |
18,404
-32
| -0.2% | -$2.67K | 0.17% | 78 |
|
|
2017
Q1 | $1.59M | Buy |
18,436
+1,333
| +8% | +$114K | 0.19% | 67 |
|
|
2016
Q4 | $1.46M | Sell |
17,103
-11
| -0.1% | -$923 | 0.19% | 67 |
|
|
2016
Q3 | $1.46M | Buy |
17,114
+165
| +1% | +$13.8K | 0.2% | 60 |
|
|
2016
Q2 | $1.38M | Buy |
16,949
+1,040
| +7% | +$86.4K | 0.21% | 65 |
|
|
2016
Q1 | $1.32M | Buy |
15,909
+1,064
| +7% | +$80.2K | 0.21% | 61 |
|
|
2015
Q4 | $1.12M | Sell |
14,845
-377
| -2% | -$27.7K | 0.17% | 65 |
|
|
2015
Q3 | $1M | Sell |
15,222
-1,331
| -8% | -$93.3K | 0.18% | 65 |
|
|
2015
Q2 | $1.15M | Sell |
16,553
-136
| -0.8% | -$10.3K | 0.17% | 70 |
|
|
2015
Q1 | $1.3M | Sell |
16,689
-417
| -2% | -$31.8K | 0.19% | 68 |
|
|
2014
Q4 | $1.32M | Buy |
17,106
+267
| +2% | +$19.5K | 0.22% | 62 |
|
|
2014
Q3 | $1.16M | Buy |
16,839
+156
| +0.9% | +$11.1K | 0.2% | 63 |
|
|
2014
Q2 | $1.19M | Sell |
16,683
-964
| -5% | -$67.1K | 0.2% | 61 |
|
|
2014
Q1 | $1.28M | Sell |
17,647
-334
| -2% | -$24.6K | 0.23% | 67 |
|
|
2013
Q4 | $1.34M | Sell |
17,981
-336
| -2% | -$23.1K | 0.25% | 61 |
|
|
2013
Q3 | $1.16M | Sell |
18,317
-338
| -2% | -$21.5K | 0.24% | 68 |
|
|
2013
Q2 | $1.17M | Buy |
+18,655
| New | +$1.14M | 0.93% | 41 |
|
Other funds holding OMC
