Klingman & Associates’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,316
| Closed | -$387K | – | 112 |
|
|
2017
Q4 | $387K | Buy |
+5,316
| New | +$387K | 0.08% | 82 |
|
|
2016
Q4 | – | Sell |
-527
| Closed | -$45K | – | 250 |
|
|
2016
Q3 | $45K | Hold |
527
| – | – | 0.01% | 194 |
|
|
2016
Q2 | $43K | Hold |
527
| – | – | 0.01% | 202 |
|
|
2016
Q1 | $44K | Hold |
527
| – | – | 0.02% | 198 |
|
|
2015
Q4 | $40K | Sell |
527
-135
| -20% | -$10.2K | 0.02% | 219 |
|
|
2015
Q3 | $43K | Hold |
662
| – | – | 0.02% | 212 |
|
|
2015
Q2 | $46K | Hold |
662
| – | – | 0.02% | 184 |
|
|
2015
Q1 | $52K | Hold |
662
| – | – | 0.02% | 170 |
|
|
2014
Q4 | $51K | Buy |
+662
| New | +$51K | 0.02% | 176 |
|