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 |
|