J.W. Cole Advisors’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 | $354K | Sell |
4,921
-545
| -10% | -$39.2K | 0.01% | 1063 |
|
2025
Q1 | $453K | Buy |
5,466
+801
| +17% | +$66.4K | 0.01% | 794 |
|
2024
Q4 | $401K | Buy |
4,665
+51
| +1% | +$4.39K | 0.02% | 686 |
|
2024
Q3 | $477K | Buy |
4,614
+198
| +4% | +$20.5K | 0.02% | 610 |
|
2024
Q2 | $396K | Sell |
4,416
-75
| -2% | -$6.73K | 0.02% | 599 |
|
2024
Q1 | $435K | Sell |
4,491
-10
| -0.2% | -$968 | 0.02% | 572 |
|
2023
Q4 | $389K | Buy |
4,501
+72
| +2% | +$6.23K | 0.02% | 559 |
|
2023
Q3 | $330K | Sell |
4,429
-48
| -1% | -$3.58K | 0.02% | 537 |
|
2023
Q2 | $426K | Sell |
4,477
-20
| -0.4% | -$1.9K | 0.03% | 466 |
|
2023
Q1 | $424K | Buy |
+4,497
| New | +$424K | 0.03% | 480 |
|