Integrated Wealth Concepts’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 | $405K | Sell |
5,627
-479
| -8% | -$34.5K | ﹤0.01% | 1391 |
|
|
2025
Q1 | $506K | Sell |
6,106
-9
| -0.1% | -$746 | 0.01% | 1131 |
|
|
2024
Q4 | $526K | Sell |
6,115
-93
| -1% | -$8K | 0.01% | 1098 |
|
|
2024
Q3 | $642K | Sell |
6,208
-423
| -6% | -$43.7K | 0.01% | 982 |
|
|
2024
Q2 | $595K | Buy |
6,631
+1,443
| +28% | +$129K | 0.01% | 979 |
|
|
2024
Q1 | $502K | Buy |
5,188
+201
| +4% | +$19.4K | 0.01% | 1054 |
|
|
2023
Q4 | $431K | Buy |
4,987
+21
| +0.4% | +$1.82K | 0.01% | 1064 |
|
|
2023
Q3 | $370K | Sell |
4,966
-360
| -7% | -$26.8K | 0.01% | 1125 |
|
|
2023
Q2 | $507K | Buy |
+5,326
| New | +$507K | 0.01% | 978 |
|
|
2023
Q1 | – | Sell |
-3,591
| Closed | -$293K | – | 1379 |
|
|
2022
Q4 | $293K | Sell |
3,591
-6,216
| -63% | -$507K | 0.01% | 832 |
|
|
2022
Q3 | $619K | Buy |
+9,807
| New | +$619K | 0.02% | 535 |
|
|
2022
Q2 | – | Sell |
-2,783
| Closed | -$236K | – | 1049 |
|
|
2022
Q1 | $236K | Buy |
2,783
+16
| +0.6% | +$1.36K | 0.01% | 822 |
|
|
2021
Q4 | $203K | Sell |
2,767
-1,235
| -31% | -$90.6K | 0.01% | 935 |
|
|
2021
Q3 | $290K | Buy |
4,002
+1,213
| +43% | +$87.9K | 0.01% | 752 |
|
|
2021
Q2 | $223K | Buy |
2,789
+7
| +0.3% | +$560 | 0.01% | 739 |
|
|
2021
Q1 | $206K | Buy |
+2,782
| New | +$206K | 0.01% | 693 |
|
|
2020
Q1 | – | Sell |
-2,902
| Closed | -$235K | – | 462 |
|
|
2019
Q4 | $235K | Buy |
2,902
+34
| +1% | +$2.75K | 0.02% | 421 |
|
|
2019
Q3 | $225K | Buy |
+2,868
| New | +$225K | 0.03% | 384 |
|