Jones Financial Companies
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Jones Financial Companies’s Omnicom Group OMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.66M Buy
79,297
+6,564
+9% +$469K ﹤0.01% 465
2025
Q1
$5.84M Buy
72,733
+20,722
+40% +$1.66M 0.01% 392
2024
Q4
$4.48M Buy
52,011
+16,644
+47% +$1.43M ﹤0.01% 377
2024
Q3
$3.63M Buy
35,367
+15,789
+81% +$1.62M ﹤0.01% 337
2024
Q2
$1.76M Buy
19,578
+12,318
+170% +$1.1M ﹤0.01% 341
2024
Q1
$703K Buy
7,260
+3,783
+109% +$366K ﹤0.01% 300
2023
Q4
$301K Buy
3,477
+1,262
+57% +$109K ﹤0.01% 282
2023
Q3
$165K Sell
2,215
-49
-2% -$3.65K ﹤0.01% 278
2023
Q2
$215K Sell
2,264
-11
-0.5% -$1.05K ﹤0.01% 262
2023
Q1
$215K Buy
2,275
+431
+23% +$40.7K ﹤0.01% 262
2022
Q4
$150K Sell
1,844
-109
-6% -$8.87K ﹤0.01% 278
2022
Q3
$123K Sell
1,953
-87
-4% -$5.48K ﹤0.01% 275
2022
Q2
$130K Sell
2,040
-240
-11% -$15.3K ﹤0.01% 265
2022
Q1
$194K Sell
2,280
-400
-15% -$34K ﹤0.01% 252
2021
Q4
$196K Buy
2,680
+48
+2% +$3.51K ﹤0.01% 258
2021
Q3
$191K Sell
2,632
-35
-1% -$2.54K ﹤0.01% 232
2021
Q2
$213K Buy
2,667
+181
+7% +$14.5K ﹤0.01% 221
2021
Q1
$184K Sell
2,486
-239
-9% -$17.7K ﹤0.01% 231
2020
Q4
$170K Buy
+2,725
New +$170K ﹤0.01% 218
2020
Q2
Sell
-4,671
Closed -$257K 197
2020
Q1
$257K Buy
4,671
+31
+0.7% +$1.71K ﹤0.01% 184
2019
Q4
$376K Sell
4,640
-3
-0.1% -$243 ﹤0.01% 183
2019
Q3
$363K Sell
4,643
-1,105
-19% -$86.4K ﹤0.01% 180
2019
Q2
$471K Sell
5,748
-28
-0.5% -$2.29K ﹤0.01% 165
2019
Q1
$421K Sell
5,776
-174
-3% -$12.7K ﹤0.01% 168
2018
Q4
$436K Sell
5,950
-893
-13% -$65.4K ﹤0.01% 172
2018
Q3
$465K Sell
6,843
-154
-2% -$10.5K ﹤0.01% 173
2018
Q2
$534K Buy
6,997
+57
+0.8% +$4.35K ﹤0.01% 164
2018
Q1
$504K Sell
6,940
-502
-7% -$36.5K ﹤0.01% 167
2017
Q4
$542K Buy
7,442
+206
+3% +$15K ﹤0.01% 175
2017
Q3
$536K Sell
7,236
-1,085
-13% -$80.4K ﹤0.01% 171
2017
Q2
$690K Sell
8,321
-251
-3% -$20.8K ﹤0.01% 158
2017
Q1
$739K Sell
8,572
-2,793
-25% -$241K ﹤0.01% 157
2016
Q4
$967K Sell
11,365
-3,878
-25% -$330K ﹤0.01% 149
2016
Q3
$1.3M Buy
15,243
+1,289
+9% +$110K 0.01% 139
2016
Q2
$1.14M Sell
13,954
-4,185
-23% -$341K ﹤0.01% 147
2016
Q1
$1.51M Sell
18,139
-3,447
-16% -$287K 0.01% 133
2015
Q4
$1.63M Sell
21,586
-764
-3% -$57.8K 0.01% 131
2015
Q3
$1.47M Sell
22,350
-230
-1% -$15.2K 0.01% 135
2015
Q2
$1.57M Sell
22,580
-282
-1% -$19.6K 0.01% 132
2015
Q1
$1.78M Sell
22,862
-2,961
-11% -$231K 0.01% 128
2014
Q4
$2M Buy
25,823
+1,345
+5% +$104K 0.01% 127
2014
Q3
$1.69M Buy
24,478
+1,055
+5% +$72.6K 0.01% 134
2014
Q2
$1.67M Sell
23,423
-1,331
-5% -$94.8K 0.01% 129
2014
Q1
$1.8M Sell
24,754
-9,464
-28% -$687K 0.01% 127
2013
Q4
$2.55M Sell
34,218
-6,352
-16% -$472K 0.02% 105
2013
Q3
$2.57M Sell
40,570
-7,086
-15% -$450K 0.02% 100
2013
Q2
$3M Buy
+47,656
New +$3M 0.03% 85