One Wealth 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 | – | Sell |
-2,488
| Closed | -$208K | – | 295 |
|
2025
Q1 | $208K | Buy |
+2,488
| New | +$208K | 0.03% | 272 |
|
2024
Q4 | – | Sell |
-1,994
| Closed | -$208K | – | 280 |
|
2024
Q3 | $208K | Buy |
+1,994
| New | +$208K | 0.03% | 252 |
|
2023
Q1 | – | Sell |
-363
| Closed | -$29.6K | – | 473 |
|
2022
Q4 | $29.6K | Sell |
363
-3,971
| -92% | -$324K | 0.01% | 479 |
|
2022
Q3 | $273K | Sell |
4,334
-274
| -6% | -$17.3K | 0.09% | 127 |
|
2022
Q2 | $293K | Sell |
4,608
-14
| -0.3% | -$890 | 0.08% | 136 |
|
2022
Q1 | $392K | Buy |
4,622
+1,228
| +36% | +$104K | 0.1% | 114 |
|
2021
Q4 | $249K | Buy |
+3,394
| New | +$249K | 0.06% | 161 |
|
2020
Q1 | – | Sell |
-6,097
| Closed | -$494K | – | 130 |
|
2019
Q4 | $494K | Sell |
6,097
-1,231
| -17% | -$99.7K | 0.36% | 35 |
|
2019
Q3 | $574K | Sell |
7,328
-1,874
| -20% | -$147K | 0.5% | 21 |
|
2019
Q2 | $754K | Sell |
9,202
-912
| -9% | -$74.7K | 0.62% | 17 |
|
2019
Q1 | $738K | Buy |
+10,114
| New | +$738K | 0.6% | 19 |
|
2018
Q4 | – | Sell |
-3,169
| Closed | -$217K | – | 362 |
|
2018
Q3 | $217K | Sell |
3,169
-100
| -3% | -$6.85K | 0.17% | 114 |
|
2018
Q2 | $249K | Buy |
3,269
+1,828
| +127% | +$139K | 0.2% | 103 |
|
2018
Q1 | $106K | Buy |
+1,441
| New | +$106K | 0.09% | 168 |
|