Morton Brown Family Wealth’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 | $33K | Hold |
459
| – | – | 0.01% | 126 |
|
|
2025
Q1 | $38.1K | Hold |
459
| – | – | 0.01% | 117 |
|
|
2024
Q4 | $39.5K | Hold |
459
| – | – | 0.01% | 114 |
|
|
2024
Q3 | $47.5K | Hold |
459
| – | – | 0.02% | 98 |
|
|
2024
Q2 | $42.3K | Hold |
459
| – | – | 0.02% | 96 |
|
|
2024
Q1 | $44.4K | Hold |
459
| – | – | 0.02% | 89 |
|
|
2023
Q4 | $39.7K | Hold |
459
| – | – | 0.02% | 111 |
|
|
2023
Q3 | $34.2K | Hold |
459
| – | – | 0.02% | 92 |
|
|
2023
Q2 | $43.7K | Hold |
459
| – | – | 0.02% | 81 |
|
|
2023
Q1 | $43.3K | Hold |
459
| – | – | 0.03% | 81 |
|
|
2022
Q4 | $37.4K | Hold |
459
| – | – | 0.03% | 81 |
|
|
2022
Q3 | $29K | Sell |
459
-16
| -3% | -$1.01K | 0.02% | 81 |
|
|
2022
Q2 | $30K | Buy |
475
+16
| +3% | +$1.01K | 0.02% | 79 |
|
|
2022
Q1 | $39K | Hold |
459
| – | – | 0.03% | 77 |
|
|
2021
Q4 | $34K | Buy |
+459
| New | +$34K | 0.03% | 85 |
|