HPIA
Hamilton Point Investment Advisors’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-27,756
| Closed | -$1.53M | – | 71 |
|
|
2020
Q2 | $1.53M | Buy |
27,756
+481
| +2% | +$26.6K | 0.59% | 51 |
|
|
2020
Q1 | $1.52M | Buy |
27,275
+750
| +3% | +$41.7K | 0.7% | 52 |
|
|
2019
Q4 | $2.17M | Buy |
26,525
+345
| +1% | +$28.2K | 0.82% | 53 |
|
|
2019
Q3 | $2.07M | Buy |
26,180
+1,112
| +4% | +$87.8K | 0.84% | 51 |
|
|
2019
Q2 | $2.07M | Buy |
25,068
+345
| +1% | +$28.5K | 0.88% | 52 |
|
|
2019
Q1 | $1.82M | Buy |
24,723
+95
| +0.4% | +$7K | 0.81% | 52 |
|
|
2018
Q4 | $1.82M | Buy |
24,628
+620
| +3% | +$45.8K | 0.92% | 50 |
|
|
2018
Q3 | $1.65M | Buy |
24,008
+118
| +0.5% | +$8.1K | 0.77% | 54 |
|
|
2018
Q2 | $1.84M | Buy |
23,890
+55
| +0.2% | +$4.23K | 0.91% | 51 |
|
|
2018
Q1 | $1.75M | Buy |
23,835
+5,295
| +29% | +$388K | 0.89% | 52 |
|
|
2017
Q4 | $1.36M | Sell |
18,540
-2,760
| -13% | -$203K | 0.71% | 55 |
|
|
2017
Q3 | $1.59M | Buy |
21,300
+255
| +1% | +$19K | 0.86% | 52 |
|
|
2017
Q2 | $1.75M | Buy |
21,045
+85
| +0.4% | +$7.05K | 0.98% | 46 |
|
|
2017
Q1 | $1.81M | Sell |
20,960
-285
| -1% | -$24.6K | 1.03% | 46 |
|
|
2016
Q4 | $1.81M | Buy |
21,245
+340
| +2% | +$28.9K | 1.12% | 45 |
|
|
2016
Q3 | $1.78M | Buy |
+20,905
| New | +$1.78M | 1.12% | 49 |
|