Monte Financial Group’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
$4.79M Buy
66,614
+1,151
+2% +$82.8K 1.86% 25
2025
Q1
$4.79M Buy
65,463
+7,136
+12% +$523K 2.1% 25
2024
Q4
$5.02M Sell
58,327
-649
-1% -$55.8K 2.15% 25
2024
Q3
$6.1M Buy
58,976
+930
+2% +$96.2K 2.53% 12
2024
Q2
$5.21M Sell
58,046
-562
-1% -$50.4K 2.3% 19
2024
Q1
$5.67M Buy
58,608
+37,716
+181% +$3.65M 2.48% 15
2023
Q4
$1.81M Buy
+20,892
New +$1.81M 0.84% 36