Morningstar Investment Services’s Omnicom Group OMC Stock Holding History

Morningstar Investment Services’s Portfolio OMC Stock Details OMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$2.33M	Sell	28,135 -31,176	-53%	-$2.59M	0.43%	62
2024 Q4	$5.1M	Sell	59,311 -499,044	-89%	-$42.9M	0.46%	57
2024 Q3	$57.3M	Sell	558,355 -2,293	-0.4%	-$235K	0.58%	47
2024 Q2	$49.9M	Sell	560,648 -6,833	-1%	-$608K	0.54%	48
2024 Q1	$54M	Sell	567,481 -632,076	-53%	-$60.1M	0.59%	46
2023 Q4	$104M	Buy	1,199,557 +595,746	+99%	+$51.7M	0.59%	47
2023 Q3	$44.7M	Sell	603,811 -5,615	-0.9%	-$416K	0.57%	43
2023 Q2	$57.7M	Sell	609,426 -8,300	-1%	-$785K	0.74%	33
2023 Q1	$57M	Buy	617,726 +9,678	+2%	+$893K	0.76%	36
2022 Q4	$51.1M	Buy	608,048 +905	+0.1%	+$76K	0.7%	39
2022 Q3	$43.2M	Buy	607,143 +17,819	+3%	+$1.27M	0.61%	42
2022 Q2	$37.4M	Buy	589,324 +25,361	+4%	+$1.61M	0.5%	55
2022 Q1	$48.8M	Buy	563,963 +12,803	+2%	+$1.11M	0.54%	45
2021 Q4	$40.4M	Buy	551,160 +163,059	+42%	+$12M	0.45%	56
2021 Q3	$28.6M	Sell	388,101 -2,233	-0.6%	-$164K	0.34%	79
2021 Q2	$30.8M	Sell	390,334 -1,897	-0.5%	-$150K	0.37%	72
2021 Q1	$29.6M	Sell	392,231 -20,529	-5%	-$1.55M	0.39%	75
2020 Q4	$25.7M	Sell	412,760 -22,703	-5%	-$1.42M	0.36%	77
2020 Q3	$21.3M	Sell	435,463 -15,653	-3%	-$765K	0.33%	78
2020 Q2	$24.5M	Sell	451,116 -13,639	-3%	-$740K	0.4%	71
2020 Q1	$25.5M	Sell	464,755 -9,061	-2%	-$498K	0.46%	61
2019 Q4	$38.4M	Sell	473,816 -1,251	-0.3%	-$101K	0.6%	47
2019 Q3	$37.2M	Sell	475,067 -9,540	-2%	-$746K	0.63%	46
2019 Q2	$39.7M	Sell	484,607 -4,708	-1%	-$386K	0.65%	41
2019 Q1	$35.7M	Sell	489,315 -11,516	-2%	-$841K	0.61%	53
2018 Q4	$36.7M	Sell	500,831 -20,189	-4%	-$1.48M	0.72%	45
2018 Q3	$35.4M	Sell	521,020 -15,074	-3%	-$1.03M	0.64%	57
2018 Q2	$40.9M	Sell	536,094 -41,472	-7%	-$3.16M	0.77%	43
2018 Q1	$42M	Buy	+577,566	New	+$42M	0.82%	41