Kovitz Investment Group Partners’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
44,494
-1,336
| -3% | -$96.2K | 0.01% | 526 |
|
|
2025
Q1 | $3.8M | Buy |
45,830
+2,179
| +5% | +$181K | 0.02% | 450 |
|
|
2024
Q4 | $3.76M | Buy |
43,651
+144
| +0.3% | +$12.4K | 0.02% | 458 |
|
|
2024
Q3 | $4.22M | Buy |
43,507
+15,071
| +53% | +$1.46M | 0.03% | 368 |
|
|
2024
Q2 | $2.55M | Buy |
28,436
+285
| +1% | +$25.6K | 0.02% | 385 |
|
|
2024
Q1 | $2.72M | Sell |
28,151
-653
| -2% | -$63.2K | 0.03% | 266 |
|
|
2023
Q4 | $2.49M | Buy |
28,804
+1,435
| +5% | +$124K | 0.04% | 219 |
|
|
2023
Q3 | $2.04M | Buy |
27,369
+569
| +2% | +$42.4K | 0.04% | 231 |
|
|
2023
Q2 | $2.55M | Sell |
26,800
-244
| -0.9% | -$23.2K | 0.04% | 223 |
|
|
2023
Q1 | $2.55M | Buy |
27,044
+129
| +0.5% | +$12.2K | 0.04% | 220 |
|
|
2022
Q4 | $2.2M | Buy |
26,915
+748
| +3% | +$61K | 0.04% | 222 |
|
|
2022
Q3 | $1.65M | Buy |
26,167
+558
| +2% | +$35.2K | 0.04% | 231 |
|
|
2022
Q2 | $1.63M | Buy |
25,609
+909
| +4% | +$57.8K | 0.04% | 232 |
|
|
2022
Q1 | $2.1M | Buy |
+24,700
| New | +$2.1M | 0.04% | 225 |
|
|
2021
Q4 | – | Sell |
-21,665
| Closed | -$1.57M | – | 436 |
|
|
2021
Q3 | $1.57M | Buy |
+21,665
| New | +$1.57M | 0.03% | 254 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 411 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 399 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 399 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 382 |
|
|
2019
Q2 | – | Sell |
-10,031
| Closed | -$732K | – | 361 |
|
|
2019
Q1 | $732K | Sell |
10,031
-859
| -8% | -$62.7K | 0.02% | 299 |
|
|
2018
Q4 | $798K | Sell |
10,890
-2,868
| -21% | -$210K | 0.03% | 207 |
|
|
2018
Q3 | $935K | Buy |
13,758
+171
| +1% | +$11.6K | 0.04% | 94 |
|
|
2018
Q2 | $1.04M | Buy |
13,587
+3,091
| +29% | +$236K | 0.05% | 90 |
|
|
2018
Q1 | $763K | Buy |
+10,496
| New | +$763K | 0.04% | 96 |
|