Joel Isaacson & Co’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,485
| Closed | -$201K | – | 469 |
|
|
2025
Q4 | $201K | Hold |
2,485
| – | – | 0.01% | 440 |
|
|
2025
Q3 | $203K | Buy |
+2,485
| New | +$188K | 0.01% | 428 |
|
|
2025
Q2 | – | Sell |
-2,580
| Closed | -$214K | – | 429 |
|
|
2025
Q1 | $214K | Buy |
2,580
+80
| +3% | +$6.68K | 0.01% | 368 |
|
|
2024
Q4 | $215K | Hold |
2,500
| – | – | 0.01% | 355 |
|
|
2024
Q3 | $258K | Buy |
2,500
+19
| +0.8% | +$1.83K | 0.01% | 313 |
|
|
2024
Q2 | $223K | Buy |
2,481
+1
| +0% | +$93 | 0.01% | 313 |
|
|
2024
Q1 | $240K | Hold |
2,480
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $215K | Buy |
+2,480
| New | +$196K | 0.01% | 290 |
|
|
2023
Q3 | – | Sell |
-2,480
| Closed | -$236K | – | 316 |
|
|
2023
Q2 | $236K | Buy |
+2,480
| New | +$230K | 0.02% | 287 |
|
|
2017
Q1 | – | Sell |
-1,103
| Closed | -$94K | – | 421 |
|
|
2016
Q4 | $94K | Hold |
1,103
| – | – | 0.02% | 229 |
|
|
2016
Q3 | $94K | Hold |
1,103
| – | – | 0.02% | 243 |
|
|
2016
Q2 | $90K | Hold |
1,103
| – | – | 0.02% | 248 |
|
|
2016
Q1 | $92K | Hold |
1,103
| – | – | 0.02% | 247 |
|
|
2015
Q4 | $83K | Buy |
1,103
+43
| +4% | +$3.16K | 0.02% | 254 |
|
|
2015
Q3 | $70K | Hold |
1,060
| – | – | 0.02% | 274 |
|
|
2015
Q2 | $74K | Hold |
1,060
| – | – | 0.02% | 295 |
|
|
2015
Q1 | $83K | Hold |
1,060
| – | – | 0.02% | 280 |
|
|
2014
Q4 | $82K | Hold |
1,060
| – | – | 0.02% | 255 |
|
|
2014
Q3 | $73K | Hold |
1,060
| – | – | 0.02% | 247 |
|
|
2014
Q2 | $75K | Hold |
1,060
| – | – | 0.02% | 247 |
|
|
2014
Q1 | $77K | Hold |
1,060
| – | – | 0.03% | 237 |
|
|
2013
Q4 | $79K | Hold |
1,060
| – | – | 0.03% | 217 |
|
|
2013
Q3 | $67K | Hold |
1,060
| – | – | 0.03% | 222 |
|
|
2013
Q2 | $67K | Buy |
+1,060
| New | +$65K | 0.03% | 196 |
|
Other funds holding OMC
VCM
VPM
