Mount Yale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
3,553
-2,253
| -39% | -$162K | 0.02% | 503 |
|
|
2025
Q1 | $481K | Buy |
5,806
+507
| +10% | +$42K | 0.04% | 331 |
|
|
2024
Q4 | $456K | Buy |
5,299
+44
| +0.8% | +$3.79K | 0.04% | 357 |
|
|
2024
Q3 | $543K | Buy |
5,255
+392
| +8% | +$40.5K | 0.05% | 329 |
|
|
2024
Q2 | $436K | Buy |
4,863
+101
| +2% | +$9.06K | 0.03% | 369 |
|
|
2024
Q1 | $461K | Buy |
+4,762
| New | +$461K | 0.04% | 373 |
|
|
2023
Q4 | – | Sell |
-4,590
| Closed | -$342K | – | 529 |
|
|
2023
Q3 | $342K | Buy |
4,590
+1,033
| +29% | +$76.9K | 0.04% | 368 |
|
|
2023
Q2 | $338K | Buy |
+3,557
| New | +$338K | 0.04% | 366 |
|
|
2018
Q4 | – | Sell |
-6,290
| Closed | -$477K | – | 630 |
|
|
2018
Q3 | $477K | Sell |
6,290
-288
| -4% | -$21.8K | 0.08% | 181 |
|
|
2018
Q2 | $502K | Sell |
6,578
-73
| -1% | -$5.57K | 0.1% | 172 |
|
|
2018
Q1 | $483K | Buy |
+6,651
| New | +$483K | 0.1% | 176 |
|