Mount Yale Investment Advisors’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $456K | Buy |
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|
2024
Q3 | $543K | Buy |
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|
2024
Q2 | $436K | Buy |
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|
2024
Q1 | $461K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $338K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $477K | Sell |
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|
2018
Q2 | $502K | Sell |
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|
2018
Q1 | $483K | Buy |
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