Hefty Wealth Partners’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $852K | Buy |
11,727
+7,594
| +184% | +$552K | 0.55% | 58 |
|
|
2017
Q4 | $301K | Sell |
4,133
-729
| -15% | -$53.1K | 0.19% | 79 |
|
|
2017
Q3 | $360K | Sell |
4,862
-2,550
| -34% | -$189K | 0.24% | 76 |
|
|
2017
Q2 | $614K | Buy |
7,412
+7,272
| +5,194% | +$602K | 0.42% | 69 |
|
|
2017
Q1 | $12K | Sell |
140
-6,070
| -98% | -$520K | 0.01% | 164 |
|
|
2016
Q4 | $528K | Buy |
6,210
+230
| +4% | +$19.6K | 0.44% | 58 |
|
|
2016
Q3 | $508K | Sell |
5,980
-4,716
| -44% | -$401K | 0.39% | 72 |
|
|
2016
Q2 | $871K | Buy |
10,696
+166
| +2% | +$13.5K | 0.72% | 50 |
|
|
2016
Q1 | $876K | Sell |
10,530
-10,190
| -49% | -$848K | 0.82% | 46 |
|
|
2015
Q4 | $1.57M | Buy |
+20,720
| New | +$1.57M | 1.49% | 18 |
|