Loring Wolcott & Coolidge Fiduciary Advisors’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $880K | Buy |
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|
2025
Q2 | $69.1K | Hold |
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|
2025
Q1 | $70.3K | Sell |
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|
2024
Q4 | $93.2K | Hold |
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|
2024
Q3 | $106K | Hold |
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|
2024
Q2 | $101K | Sell |
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|
2024
Q1 | $105K | Buy |
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|
2023
Q4 | $95.4K | Hold |
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|
2023
Q3 | $80.8K | Buy |
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|
2023
Q2 | $81.8K | Hold |
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|
2023
Q1 | $81.1K | Hold |
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|
2022
Q4 | $70.2K | Hold |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $55K | Hold |
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|
2022
Q1 | $73K | Hold |
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|
2021
Q4 | $63K | Hold |
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|
2021
Q3 | $62K | Sell |
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|
2021
Q2 | $74K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $59K | Buy |
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|
2020
Q3 | $43K | Hold |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $134K | Buy |
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|
2019
Q3 | $100K | Hold |
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|
2019
Q2 | $104K | Hold |
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|
2019
Q1 | $93K | Hold |
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|
2018
Q4 | $93K | Hold |
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|
2018
Q3 | $87K | Hold |
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|
2018
Q2 | $97K | Sell |
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|
2018
Q1 | $103K | Hold |
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|
2017
Q4 | $103K | Hold |
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|
2017
Q3 | $105K | Sell |
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|
2017
Q2 | $122K | Sell |
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|
2017
Q1 | $136K | Hold |
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|
2016
Q4 | $135K | Buy |
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|
2016
Q3 | $132K | Hold |
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|
2016
Q2 | $126K | Sell |
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|
2016
Q1 | $133K | Sell |
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|
2015
Q4 | $545K | Buy |
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|
2015
Q3 | $431K | Hold |
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|
2015
Q2 | $431K | Buy |
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|
2015
Q1 | $328K | Hold |
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|
2014
Q4 | $325K | Buy |
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|
2014
Q3 | $83K | Hold |
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|
2014
Q2 | $85K | Hold |
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|
2014
Q1 | $87K | Hold |
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|
2013
Q4 | $89K | Hold |
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|
2013
Q3 | $76K | Hold |
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|
2013
Q2 | $75K | Buy |
|