LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.1K | Hold |
960
| – | – | ﹤0.01% | 372 |
|
|
2025
Q1 | $70.3K | Sell |
960
-95
| -9% | -$6.96K | ﹤0.01% | 361 |
|
|
2024
Q4 | $93.2K | Hold |
1,055
| – | – | ﹤0.01% | 349 |
|
|
2024
Q3 | $106K | Hold |
1,055
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $101K | Sell |
1,055
-67
| -6% | -$6.39K | ﹤0.01% | 333 |
|
|
2024
Q1 | $105K | Buy |
1,122
+67
| +6% | +$6.28K | ﹤0.01% | 332 |
|
|
2023
Q4 | $95.4K | Hold |
1,055
| – | – | ﹤0.01% | 352 |
|
|
2023
Q3 | $80.8K | Buy |
1,055
+195
| +23% | +$14.9K | ﹤0.01% | 378 |
|
|
2023
Q2 | $81.8K | Hold |
860
| – | – | ﹤0.01% | 387 |
|
|
2023
Q1 | $81.1K | Hold |
860
| – | – | ﹤0.01% | 364 |
|
|
2022
Q4 | $70.2K | Hold |
860
| – | – | ﹤0.01% | 371 |
|
|
2022
Q3 | $54K | Hold |
860
| – | – | ﹤0.01% | 403 |
|
|
2022
Q2 | $55K | Hold |
860
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $73K | Hold |
860
| – | – | ﹤0.01% | 414 |
|
|
2021
Q4 | $63K | Hold |
860
| – | – | ﹤0.01% | 440 |
|
|
2021
Q3 | $62K | Sell |
860
-67
| -7% | -$4.83K | ﹤0.01% | 440 |
|
|
2021
Q2 | $74K | Buy |
+927
| New | +$74K | ﹤0.01% | 437 |
|
|
2021
Q1 | – | Sell |
-941
| Closed | -$59K | – | 574 |
|
|
2020
Q4 | $59K | Buy |
941
+81
| +9% | +$5.08K | ﹤0.01% | 407 |
|
|
2020
Q3 | $43K | Hold |
860
| – | – | ﹤0.01% | 414 |
|
|
2020
Q2 | $47K | Hold |
860
| – | – | ﹤0.01% | 381 |
|
|
2020
Q1 | $47K | Sell |
860
-800
| -48% | -$43.7K | ﹤0.01% | 383 |
|
|
2019
Q4 | $134K | Buy |
1,660
+386
| +30% | +$31.2K | ﹤0.01% | 310 |
|
|
2019
Q3 | $100K | Hold |
1,274
| – | – | ﹤0.01% | 338 |
|
|
2019
Q2 | $104K | Hold |
1,274
| – | – | ﹤0.01% | 332 |
|
|
2019
Q1 | $93K | Hold |
1,274
| – | – | ﹤0.01% | 329 |
|
|
2018
Q4 | $93K | Hold |
1,274
| – | – | ﹤0.01% | 328 |
|
|
2018
Q3 | $87K | Hold |
1,274
| – | – | ﹤0.01% | 367 |
|
|
2018
Q2 | $97K | Sell |
1,274
-140
| -10% | -$10.7K | ﹤0.01% | 358 |
|
|
2018
Q1 | $103K | Hold |
1,414
| – | – | ﹤0.01% | 360 |
|
|
2017
Q4 | $103K | Hold |
1,414
| – | – | ﹤0.01% | 359 |
|
|
2017
Q3 | $105K | Sell |
1,414
-136
| -9% | -$10.1K | ﹤0.01% | 352 |
|
|
2017
Q2 | $122K | Sell |
1,550
-33
| -2% | -$2.6K | ﹤0.01% | 336 |
|
|
2017
Q1 | $136K | Hold |
1,583
| – | – | ﹤0.01% | 316 |
|
|
2016
Q4 | $135K | Buy |
1,583
+33
| +2% | +$2.81K | ﹤0.01% | 311 |
|
|
2016
Q3 | $132K | Hold |
1,550
| – | – | ﹤0.01% | 307 |
|
|
2016
Q2 | $126K | Sell |
1,550
-50
| -3% | -$4.07K | ﹤0.01% | 307 |
|
|
2016
Q1 | $133K | Sell |
1,600
-5,600
| -78% | -$466K | ﹤0.01% | 290 |
|
|
2015
Q4 | $545K | Buy |
7,200
+1,000
| +16% | +$75.7K | 0.01% | 193 |
|
|
2015
Q3 | $431K | Hold |
6,200
| – | – | 0.01% | 213 |
|
|
2015
Q2 | $431K | Buy |
6,200
+2,000
| +48% | +$139K | 0.01% | 213 |
|
|
2015
Q1 | $328K | Hold |
4,200
| – | – | 0.01% | 241 |
|
|
2014
Q4 | $325K | Buy |
4,200
+3,000
| +250% | +$232K | 0.01% | 235 |
|
|
2014
Q3 | $83K | Hold |
1,200
| – | – | ﹤0.01% | 362 |
|
|
2014
Q2 | $85K | Hold |
1,200
| – | – | ﹤0.01% | 377 |
|
|
2014
Q1 | $87K | Hold |
1,200
| – | – | ﹤0.01% | 359 |
|
|
2013
Q4 | $89K | Hold |
1,200
| – | – | ﹤0.01% | 342 |
|
|
2013
Q3 | $76K | Hold |
1,200
| – | – | ﹤0.01% | 335 |
|
|
2013
Q2 | $75K | Buy |
+1,200
| New | +$75K | ﹤0.01% | 355 |
|