Geneos Wealth Management’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
3,590
-2,925
| -45% | -$210K | 0.01% | 908 |
|
|
2025
Q1 | $540K | Buy |
6,515
+3,992
| +158% | +$331K | 0.01% | 868 |
|
|
2024
Q4 | $217K | Buy |
2,523
+161
| +7% | +$13.9K | 0.01% | 809 |
|
|
2024
Q3 | $244K | Buy |
2,362
+367
| +18% | +$37.9K | 0.01% | 723 |
|
|
2024
Q2 | $179K | Buy |
1,995
+452
| +29% | +$40.5K | 0.01% | 732 |
|
|
2024
Q1 | $149K | Buy |
1,543
+359
| +30% | +$34.7K | 0.01% | 765 |
|
|
2023
Q4 | $102K | Sell |
1,184
-564
| -32% | -$48.8K | 0.01% | 834 |
|
|
2023
Q3 | $130K | Buy |
1,748
+74
| +4% | +$5.51K | 0.01% | 796 |
|
|
2023
Q2 | $159K | Buy |
1,674
+666
| +66% | +$63.4K | 0.01% | 736 |
|
|
2023
Q1 | $95.1K | Sell |
1,008
-467
| -32% | -$44.1K | 0.01% | 859 |
|
|
2022
Q4 | $120K | Sell |
1,475
-39
| -3% | -$3.18K | 0.01% | 777 |
|
|
2022
Q3 | $95K | Buy |
1,514
+39
| +3% | +$2.45K | 0.01% | 818 |
|
|
2022
Q2 | $94K | Sell |
1,475
-77
| -5% | -$4.91K | ﹤0.01% | 1030 |
|
|
2022
Q1 | $131K | Buy |
1,552
+107
| +7% | +$9.03K | 0.01% | 978 |
|
|
2021
Q4 | $105K | Sell |
1,445
-102
| -7% | -$7.41K | ﹤0.01% | 1145 |
|
|
2021
Q3 | $114K | Buy |
1,547
+94
| +6% | +$6.93K | ﹤0.01% | 1113 |
|
|
2021
Q2 | $117K | Buy |
1,453
+109
| +8% | +$8.78K | ﹤0.01% | 1104 |
|
|
2021
Q1 | $110K | Buy |
1,344
+48
| +4% | +$3.93K | ﹤0.01% | 1262 |
|
|
2020
Q4 | $97K | Buy |
1,296
+118
| +10% | +$8.83K | ﹤0.01% | 1158 |
|
|
2020
Q3 | $57K | Buy |
1,178
+9
| +0.8% | +$435 | ﹤0.01% | 1193 |
|
|
2020
Q2 | $61K | Buy |
1,169
+153
| +15% | +$7.98K | ﹤0.01% | 1134 |
|
|
2020
Q1 | $52K | Sell |
1,016
-1,003
| -50% | -$51.3K | ﹤0.01% | 1097 |
|
|
2019
Q4 | $163K | Buy |
2,019
+233
| +13% | +$18.8K | 0.01% | 775 |
|
|
2019
Q3 | $138K | Buy |
1,786
+120
| +7% | +$9.27K | 0.01% | 781 |
|
|
2019
Q2 | $138K | Buy |
1,666
+40
| +2% | +$3.31K | 0.01% | 794 |
|
|
2019
Q1 | $118K | Sell |
1,626
-22
| -1% | -$1.6K | 0.01% | 809 |
|
|
2018
Q4 | $119K | Sell |
1,648
-80
| -5% | -$5.78K | 0.01% | 780 |
|
|
2018
Q3 | $117K | Buy |
1,728
+805
| +87% | +$54.5K | 0.01% | 830 |
|
|
2018
Q2 | $70K | Sell |
923
-34
| -4% | -$2.58K | 0.01% | 910 |
|
|
2018
Q1 | $69K | Buy |
957
+467
| +95% | +$33.7K | 0.01% | 878 |
|
|
2017
Q4 | $35K | Buy |
490
+18
| +4% | +$1.29K | ﹤0.01% | 1162 |
|
|
2017
Q3 | $34K | Buy |
472
+135
| +40% | +$9.73K | ﹤0.01% | 1120 |
|
|
2017
Q2 | $27K | Hold |
337
| – | – | ﹤0.01% | 1163 |
|
|
2017
Q1 | $29K | Buy |
337
+281
| +502% | +$24.2K | ﹤0.01% | 1102 |
|
|
2016
Q4 | $4K | Sell |
56
-175
| -76% | -$12.5K | ﹤0.01% | 1697 |
|
|
2016
Q3 | $19K | Buy |
231
+24
| +12% | +$1.97K | ﹤0.01% | 1152 |
|
|
2016
Q2 | $16K | Hold |
207
| – | – | ﹤0.01% | 1187 |
|
|
2016
Q1 | $17K | Buy |
+207
| New | +$17K | ﹤0.01% | 1143 |
|