Fulcrum Capital’s Omnicom Group OMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,644
Closed -$229K 122
2023
Q4
$229K Sell
2,644
-356
-12% -$30.8K 0.06% 109
2023
Q3
$223K Hold
3,000
0.06% 102
2023
Q2
$285K Hold
3,000
0.08% 94
2023
Q1
$283K Hold
3,000
0.08% 96
2022
Q4
$245K Buy
+3,000
New +$245K 0.07% 94
2022
Q2
Sell
-3,000
Closed -$255K 81
2022
Q1
$255K Hold
3,000
0.07% 63
2021
Q4
$220K Hold
3,000
0.05% 80
2021
Q3
$217K Hold
3,000
0.05% 85
2021
Q2
$240K Hold
3,000
0.06% 75
2021
Q1
$222K Sell
3,000
-6,591
-69% -$488K 0.06% 78
2020
Q4
$598K Sell
9,591
-641
-6% -$40K 0.18% 46
2020
Q3
$506K Buy
10,232
+5,829
+132% +$288K 0.18% 43
2020
Q2
$240K Hold
4,403
0.09% 63
2020
Q1
$242K Buy
4,403
+113
+3% +$6.21K 0.11% 58
2019
Q4
$348K Hold
4,290
0.11% 59
2019
Q3
$336K Buy
+4,290
New +$336K 0.11% 59