Global Retirement Partners’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 Q4	$2.36M	Buy	29,251 +12,028	+70%	+$919K	0.04%	388
2025 Q3	$1.4M	Buy	17,223 +452	+3%	+$34.1K	0.03%	443
2025 Q2	$1.21M	Buy	+16,771	New	+$1.24M	0.03%	461
2024 Q4	$1.55M	Buy	18,026 +1,267	+8%	+$126K	0.04%	354
2024 Q3	$1.73M	Buy	16,759 +684	+4%	+$65.7K	0.05%	315
2024 Q2	$1.44M	Buy	16,075 +2,066	+15%	+$192K	0.05%	345
2024 Q1	$1.36M	Buy	14,009 +747	+6%	+$67K	0.05%	308
2023 Q4	$1.17M	Buy	13,262 +1,806	+16%	+$142K	0.05%	310
2023 Q3	$840K	Sell	11,456 -927	-7%	-$76.4K	0.04%	338
2023 Q2	$1.18M	Buy	12,383 +372	+3%	+$34.5K	0.06%	288
2023 Q1	$1.05M	Buy	12,011 +1,119	+10%	+$99.1K	0.06%	298
2022 Q4	$888K	Buy	10,892 +469	+4%	+$34.8K	0.06%	273
2022 Q3	$758K	Buy	10,423 +910	+10%	+$61.7K	0.06%	294
2022 Q2	$605K	Sell	9,513 -520	-5%	-$38.5K	0.05%	332
2022 Q1	$697K	Buy	+10,033	New	+$806K	0.05%	308
2021 Q4	–	Sell	-5,359	Closed	-$388K	–	1294
2021 Q3	$388K	Buy	5,359 +473	+10%	+$35.1K	0.04%	341
2021 Q2	$391K	Buy	4,886 +218	+5%	+$17.7K	0.04%	336
2021 Q1	$346K	Buy	4,668 +141	+3%	+$9.73K	0.04%	317
2020 Q4	$282K	Sell	4,527 -37	-0.8%	-$2.12K	0.04%	329
2020 Q3	$226K	Buy	4,564 +235	+5%	+$12.6K	0.03%	347
2020 Q2	$236K	Buy	4,329 +410	+10%	+$22.3K	0.04%	327
2020 Q1	$215K	Sell	3,919 -589	-13%	-$41.8K	0.04%	310
2019 Q4	$365K	Buy	4,508 +328	+8%	+$25.7K	0.06%	276
2019 Q3	$327K	Buy	4,180 +1,272	+44%	+$101K	0.05%	283
2019 Q2	$238K	Buy	2,908 +83	+3%	+$6.55K	0.05%	316
2019 Q1	$206K	Buy	2,825 +139	+5%	+$10.4K	0.05%	299
2018 Q4	$197K	Buy	2,686 +25	+0.9%	+$1.85K	0.05%	287
2018 Q3	$181K	Buy	2,661 +246	+10%	+$17.3K	0.04%	312
2018 Q2	$184K	Buy	2,415 +8	+0.3%	+$591	0.05%	299
2018 Q1	$175K	Buy	+2,407	New	+$180K	0.05%	297