Heritage Wealth Advisors’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-210
| Closed | -$13K | – | 563 |
|
|
2022
Q2 | $13K | Hold |
210
| – | – | ﹤0.01% | 450 |
|
|
2022
Q1 | $18K | Hold |
210
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $15K | Hold |
210
| – | – | ﹤0.01% | 424 |
|
|
2021
Q3 | $15.2K | Hold |
210
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $16.8K | Hold |
210
| – | – | ﹤0.01% | 427 |
|
|
2021
Q1 | $15.6K | Sell |
210
-389
| -65% | -$28.8K | ﹤0.01% | 443 |
|
|
2020
Q4 | $37K | Buy |
599
+100
| +20% | +$6.18K | ﹤0.01% | 356 |
|
|
2020
Q3 | $24.7K | Hold |
499
| – | – | ﹤0.01% | 334 |
|
|
2020
Q2 | $27.3K | Hold |
499
| – | – | ﹤0.01% | 302 |
|
|
2020
Q1 | $27.4K | Sell |
499
-27
| -5% | -$1.48K | ﹤0.01% | 291 |
|
|
2019
Q4 | $42.7K | Sell |
526
-58
| -10% | -$4.7K | 0.01% | 314 |
|
|
2019
Q3 | $45K | Hold |
584
| – | – | 0.01% | 290 |
|
|
2019
Q2 | $47.9K | Hold |
584
| – | – | 0.01% | 259 |
|
|
2019
Q1 | $42.7K | Hold |
584
| – | – | 0.01% | 242 |
|
|
2018
Q4 | $42K | Hold |
584
| – | – | 0.01% | 203 |
|
|
2018
Q3 | $39K | Buy |
+584
| New | +$39K | 0.01% | 214 |
|