Kays Financial Advisory’s Omnicom Group OMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-22,162
Closed -$1.22M 84
2020
Q1
$1.22M Buy
22,162
+2,245
+11% +$123K 0.25% 53
2019
Q4
$1.61M Buy
19,917
+1,395
+8% +$113K 0.28% 50
2019
Q3
$1.45M Sell
18,522
-169
-0.9% -$13.2K 0.27% 53
2019
Q2
$1.53M Buy
18,691
+444
+2% +$36.4K 0.28% 51
2019
Q1
$1.33M Buy
18,247
+621
+4% +$45.3K 0.26% 55
2018
Q4
$1.29M Buy
17,626
+1,350
+8% +$98.9K 0.29% 57
2018
Q3
$1.11M Sell
16,276
-192
-1% -$13.1K 0.24% 61
2018
Q2
$1.26M Buy
16,468
+1,583
+11% +$121K 0.28% 53
2018
Q1
$1.08M Buy
14,885
+570
+4% +$41.4K 0.25% 53
2017
Q4
$1.04M Buy
14,315
+678
+5% +$49.4K 0.3% 48
2017
Q3
$1.01M Buy
13,637
+354
+3% +$26.2K 0.32% 49
2017
Q2
$1.1M Buy
+13,283
New +$1.1M 0.37% 41