JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6K | Buy |
203
+35
| +21% | +$2.52K | ﹤0.01% | 737 |
|
|
2025
Q1 | $13.9K | Buy |
168
+1
| +0.6% | +$83 | ﹤0.01% | 768 |
|
|
2024
Q4 | $14.4K | Sell |
167
-27
| -14% | -$2.32K | ﹤0.01% | 742 |
|
|
2024
Q3 | $20.1K | Buy |
194
+5
| +3% | +$517 | ﹤0.01% | 642 |
|
|
2024
Q2 | $17K | Buy |
189
+30
| +19% | +$2.69K | ﹤0.01% | 639 |
|
|
2024
Q1 | $15.4K | Hold |
159
| – | – | ﹤0.01% | 686 |
|
|
2023
Q4 | $13.8K | Buy |
159
+33
| +26% | +$2.86K | ﹤0.01% | 687 |
|
|
2023
Q3 | $9.39K | Sell |
126
-77
| -38% | -$5.74K | ﹤0.01% | 752 |
|
|
2023
Q2 | $19.3K | Hold |
203
| – | – | ﹤0.01% | 558 |
|
|
2023
Q1 | $19.2K | Buy |
203
+41
| +25% | +$3.87K | ﹤0.01% | 547 |
|
|
2022
Q4 | $13.2K | Buy |
162
+67
| +71% | +$5.47K | ﹤0.01% | 618 |
|
|
2022
Q3 | $6K | Sell |
95
-50
| -34% | -$3.16K | ﹤0.01% | 934 |
|
|
2022
Q2 | $9K | Sell |
145
-9
| -6% | -$559 | ﹤0.01% | 805 |
|
|
2022
Q1 | $13K | Buy |
154
+99
| +180% | +$8.36K | ﹤0.01% | 713 |
|
|
2021
Q4 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 872 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$1K | – | 550 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 490 |
|
|
2019
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 490 |
|
|
2018
Q2 | – | Sell |
-78
| Closed | -$6K | – | 527 |
|
|
2018
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 409 |
|
|
2017
Q4 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 417 |
|