Independent Advisor Alliance’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 | – | Sell |
-2,608
| Closed | -$216K | – | 919 |
|
|
2025
Q1 | $216K | Sell |
2,608
-187
| -7% | -$15.5K | 0.01% | 749 |
|
|
2024
Q4 | $240K | Buy |
+2,795
| New | +$240K | ﹤0.01% | 1228 |
|
|
2024
Q2 | – | Sell |
-2,128
| Closed | -$206K | – | 728 |
|
|
2024
Q1 | $206K | Sell |
2,128
-742
| -26% | -$71.8K | 0.01% | 655 |
|
|
2023
Q4 | $248K | Sell |
2,870
-226
| -7% | -$19.5K | 0.01% | 593 |
|
|
2023
Q3 | $231K | Sell |
3,096
-8,376
| -73% | -$624K | 0.01% | 581 |
|
|
2023
Q2 | $1.09M | Buy |
11,472
+8,395
| +273% | +$799K | 0.05% | 293 |
|
|
2023
Q1 | $290K | Buy |
+3,077
| New | +$290K | 0.01% | 522 |
|
|
2022
Q4 | – | Sell |
-3,708
| Closed | -$234K | – | 567 |
|
|
2022
Q3 | $234K | Sell |
3,708
-746
| -17% | -$47.1K | 0.01% | 546 |
|
|
2022
Q2 | $283K | Sell |
4,454
-627
| -12% | -$39.8K | 0.02% | 499 |
|
|
2022
Q1 | $431K | Sell |
5,081
-2,876
| -36% | -$244K | 0.02% | 427 |
|
|
2021
Q4 | $583K | Buy |
7,957
+214
| +3% | +$15.7K | 0.03% | 358 |
|
|
2021
Q3 | $561K | Buy |
7,743
+294
| +4% | +$21.3K | 0.03% | 353 |
|
|
2021
Q2 | $596K | Sell |
7,449
-628
| -8% | -$50.2K | 0.03% | 350 |
|
|
2021
Q1 | $599K | Sell |
8,077
-483
| -6% | -$35.8K | 0.04% | 335 |
|
|
2020
Q4 | $534K | Buy |
+8,560
| New | +$534K | 0.04% | 331 |
|
|
2019
Q3 | – | Sell |
-3,766
| Closed | -$309K | – | 469 |
|
|
2019
Q2 | $309K | Buy |
+3,766
| New | +$309K | 0.04% | 292 |
|