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 |
|