J.P. Morgan Private 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $4.27M | Buy |
+57,282
| New | +$4.27M | 0.01% | 535 |
|
2023
Q2 | – | Sell |
-73,580
| Closed | -$6.94M | – | 1780 |
|
2023
Q1 | $6.94M | Sell |
73,580
-86,681
| -54% | -$8.18M | 0.01% | 516 |
|
2022
Q4 | $13.1M | Sell |
160,261
-2,575
| -2% | -$210K | 0.03% | 377 |
|
2022
Q3 | $10.3M | Sell |
162,836
-32,006
| -16% | -$2.02M | 0.03% | 394 |
|
2022
Q2 | $12.4M | Buy |
194,842
+74,703
| +62% | +$4.75M | 0.03% | 362 |
|
2022
Q1 | $10.2M | Buy |
120,139
+1,913
| +2% | +$162K | 0.02% | 439 |
|
2021
Q4 | $8.66M | Buy |
118,226
+17,274
| +17% | +$1.27M | 0.02% | 469 |
|
2021
Q3 | $7.32M | Buy |
100,952
+16,208
| +19% | +$1.17M | 0.02% | 500 |
|
2021
Q2 | $6.78M | Buy |
84,744
+15,168
| +22% | +$1.21M | 0.02% | 507 |
|
2021
Q1 | $5.16M | Buy |
69,576
+11,666
| +20% | +$865K | 0.02% | 502 |
|
2020
Q4 | $3.61M | Sell |
57,910
-54,145
| -48% | -$3.38M | 0.01% | 569 |
|
2020
Q3 | $5.55M | Buy |
112,055
+143
| +0.1% | +$7.08K | 0.02% | 407 |
|
2020
Q2 | $6.11M | Sell |
111,912
-1,293
| -1% | -$70.6K | 0.03% | 342 |
|
2020
Q1 | $6.22M | Buy |
113,205
+64,835
| +134% | +$3.56M | 0.04% | 325 |
|
2019
Q4 | $3.92M | Sell |
48,370
-2,887
| -6% | -$234K | 0.02% | 471 |
|
2019
Q3 | $4.01M | Sell |
51,257
-6,782
| -12% | -$531K | 0.02% | 451 |
|
2019
Q2 | $4.76M | Sell |
58,039
-58,181
| -50% | -$4.77M | 0.03% | 398 |
|
2019
Q1 | $8.48M | Sell |
116,220
-19,046
| -14% | -$1.39M | 0.04% | 305 |
|
2018
Q4 | $9.91M | Sell |
135,266
-4,409
| -3% | -$323K | 0.06% | 260 |
|
2018
Q3 | $9.5M | Buy |
139,675
+4,901
| +4% | +$333K | 0.05% | 310 |
|
2018
Q2 | $10.3M | Sell |
134,774
-91
| -0.1% | -$6.94K | 0.06% | 273 |
|
2018
Q1 | $9.8M | Buy |
134,865
+2,226
| +2% | +$162K | 0.07% | 239 |
|
2017
Q4 | $9.66M | Buy |
132,639
+85,227
| +180% | +$6.21M | 0.06% | 242 |
|
2017
Q3 | $3.51M | Buy |
47,412
+32,328
| +214% | +$2.39M | 0.03% | 373 |
|
2017
Q2 | $1.25M | Sell |
15,084
-9,189
| -38% | -$762K | 0.01% | 558 |
|
2017
Q1 | $2.09M | Buy |
24,273
+435
| +2% | +$37.5K | 0.02% | 459 |
|
2016
Q4 | $2.03M | Buy |
23,838
+3,549
| +17% | +$302K | 0.02% | 437 |
|
2016
Q3 | $1.72M | Buy |
20,289
+389
| +2% | +$33.1K | 0.02% | 468 |
|
2016
Q2 | $1.62M | Sell |
19,900
-9,033
| -31% | -$736K | 0.02% | 491 |
|
2016
Q1 | $2.41M | Sell |
28,933
-10,345
| -26% | -$861K | 0.02% | 367 |
|
2015
Q4 | $2.97M | Buy |
39,278
+11,354
| +41% | +$859K | 0.03% | 301 |
|
2015
Q3 | $1.84M | Sell |
27,924
-7,281
| -21% | -$480K | 0.02% | 345 |
|
2015
Q2 | $2.45M | Buy |
35,205
+5,128
| +17% | +$356K | 0.03% | 332 |
|
2015
Q1 | $2.35M | Sell |
30,077
-4,170
| -12% | -$325K | 0.03% | 349 |
|
2014
Q4 | $2.65M | Buy |
34,247
+488
| +1% | +$37.8K | 0.03% | 336 |
|
2014
Q3 | $2.33M | Buy |
33,759
+10,923
| +48% | +$752K | 0.03% | 346 |
|
2014
Q2 | $1.63M | Sell |
22,836
-1,075
| -4% | -$76.5K | 0.03% | 328 |
|
2014
Q1 | $1.74M | Buy |
+23,911
| New | +$1.74M | 0.03% | 309 |
|