Perigon Wealth Management’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 | $278K | Sell |
3,870
-316
| -8% | -$22.7K | 0.01% | 863 |
|
|
2025
Q1 | $347K | Sell |
4,186
-67
| -2% | -$5.55K | 0.01% | 754 |
|
|
2024
Q4 | $365K | Buy |
+4,253
| New | +$365K | 0.01% | 744 |
|
|
2021
Q1 | – | Sell |
-647
| Closed | -$40K | – | 852 |
|
|
2020
Q4 | $40K | Buy |
+647
| New | +$40K | ﹤0.01% | 806 |
|
|
2017
Q3 | – | Sell |
-9,491
| Closed | -$793K | – | 693 |
|
|
2017
Q2 | $793K | Buy |
9,491
+1,387
| +17% | +$116K | 0.17% | 132 |
|
|
2017
Q1 | $703K | Buy |
8,104
+828
| +11% | +$71.8K | 0.15% | 140 |
|
|
2016
Q4 | $621K | Buy |
+7,276
| New | +$621K | 0.14% | 150 |
|
|
2016
Q1 | – | Sell |
-2,800
| Closed | -$213K | – | 306 |
|
|
2015
Q4 | $213K | Buy |
+2,800
| New | +$213K | 0.06% | 207 |
|