LWM
Lyons Wealth Management’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,409
| Closed | -$694K | – | 54 |
|
|
2017
Q3 | $694K | Sell |
9,409
-1,607
| -15% | -$119K | 1.04% | 26 |
|
|
2017
Q2 | $917K | Buy |
11,016
+785
| +8% | +$65.3K | 1.29% | 18 |
|
|
2017
Q1 | $883K | Buy |
10,231
+613
| +6% | +$52.9K | 0.93% | 21 |
|
|
2016
Q4 | $816K | Sell |
9,618
-556
| -5% | -$47.2K | 1.11% | 21 |
|
|
2016
Q3 | $862K | Buy |
10,174
+45
| +0.4% | +$3.81K | 1.19% | 15 |
|
|
2016
Q2 | $827K | Sell |
10,129
-1,249
| -11% | -$102K | 1.25% | 17 |
|
|
2016
Q1 | $946K | Sell |
11,378
-1,421
| -11% | -$118K | 1.36% | 11 |
|
|
2015
Q4 | $969K | Buy |
12,799
+194
| +2% | +$14.7K | 1.24% | 15 |
|
|
2015
Q3 | $831K | Buy |
+12,605
| New | +$831K | 1.07% | 20 |
|
|
2014
Q2 | – | Sell |
-9,899
| Closed | -$720K | – | 80 |
|
|
2014
Q1 | $720K | Buy |
9,899
+1,968
| +25% | +$143K | 0.63% | 31 |
|
|
2013
Q4 | $588K | Buy |
+7,931
| New | +$588K | 0.55% | 25 |
|
|
2013
Q3 | – | Sell |
-6,480
| Closed | -$410K | – | 71 |
|
|
2013
Q2 | $410K | Buy |
+6,480
| New | +$410K | 0.42% | 23 |
|