Moneta Group Investment Advisors’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-762
| Closed | -$55K | – | 565 |
|
|
2018
Q1 | $55K | Buy |
762
+759
| +25,300% | +$54.8K | 0.01% | 309 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 526 |
|
|
2015
Q4 | – | Sell |
-289
| Closed | -$19K | – | 328 |
|
|
2015
Q3 | $19K | Buy |
+289
| New | +$19K | 0.01% | 332 |
|
|
2014
Q2 | – | Sell |
-3,250
| Closed | -$236K | – | 134 |
|
|
2014
Q1 | $236K | Hold |
3,250
| – | – | 0.14% | 109 |
|
|
2013
Q4 | $242K | Hold |
3,250
| – | – | 0.15% | 110 |
|
|
2013
Q3 | $206K | Hold |
3,250
| – | – | 0.14% | 114 |
|
|
2013
Q2 | $204K | Buy |
+3,250
| New | +$204K | 0.14% | 111 |
|