OneDigital 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 | $564K | Buy |
7,845
+837
| +12% | +$60.2K | 0.01% | 859 |
|
|
2025
Q1 | $581K | Buy |
7,008
+1,173
| +20% | +$97.3K | 0.01% | 806 |
|
|
2024
Q4 | $502K | Buy |
5,835
+81
| +1% | +$6.97K | 0.01% | 889 |
|
|
2024
Q3 | $595K | Sell |
5,754
-596
| -9% | -$61.6K | 0.01% | 867 |
|
|
2024
Q2 | $570K | Buy |
6,350
+532
| +9% | +$47.7K | 0.01% | 844 |
|
|
2024
Q1 | $563K | Buy |
5,818
+120
| +2% | +$11.6K | 0.01% | 699 |
|
|
2023
Q4 | $493K | Buy |
5,698
+1,333
| +31% | +$115K | 0.01% | 717 |
|
|
2023
Q3 | $325K | Sell |
4,365
-99
| -2% | -$7.37K | 0.01% | 786 |
|
|
2023
Q2 | $425K | Buy |
4,464
+15
| +0.3% | +$1.43K | 0.01% | 694 |
|
|
2023
Q1 | $420K | Sell |
4,449
-314
| -7% | -$29.6K | 0.01% | 679 |
|
|
2022
Q4 | $389K | Buy |
4,763
+411
| +9% | +$33.5K | 0.01% | 584 |
|
|
2022
Q3 | $275K | Sell |
4,352
-3
| -0.1% | -$190 | 0.01% | 622 |
|
|
2022
Q2 | $277K | Buy |
4,355
+14
| +0.3% | +$890 | 0.01% | 580 |
|
|
2022
Q1 | $368K | Sell |
4,341
-136
| -3% | -$11.5K | 0.01% | 530 |
|
|
2021
Q4 | $328K | Buy |
4,477
+184
| +4% | +$13.5K | 0.01% | 559 |
|
|
2021
Q3 | $311K | Buy |
4,293
+117
| +3% | +$8.48K | 0.01% | 558 |
|
|
2021
Q2 | $334K | Buy |
4,176
+788
| +23% | +$63K | 0.01% | 521 |
|
|
2021
Q1 | $251K | Sell |
3,388
-11
| -0.3% | -$815 | 0.01% | 547 |
|
|
2020
Q4 | $212K | Buy |
+3,399
| New | +$212K | 0.01% | 574 |
|
|
2019
Q3 | – | Sell |
-1,121
| Closed | -$92K | – | 938 |
|
|
2019
Q2 | $92K | Hold |
1,121
| – | – | 0.01% | 470 |
|
|
2019
Q1 | $82K | Hold |
1,121
| – | – | 0.01% | 403 |
|
|
2018
Q4 | $82K | Sell |
1,121
-83
| -7% | -$6.07K | 0.01% | 373 |
|
|
2018
Q3 | $82K | Buy |
1,204
+260
| +28% | +$17.7K | 0.02% | 304 |
|
|
2018
Q2 | $72K | Sell |
944
-13
| -1% | -$992 | 0.02% | 403 |
|
|
2018
Q1 | $69K | Sell |
957
-40
| -4% | -$2.88K | 0.02% | 436 |
|
|
2017
Q4 | $72K | Buy |
997
+951
| +2,067% | +$68.7K | 0.01% | 414 |
|
|
2017
Q3 | $3K | Sell |
46
-726
| -94% | -$47.3K | ﹤0.01% | 950 |
|
|
2017
Q2 | $64K | Buy |
+772
| New | +$64K | 0.02% | 410 |
|