Personal CFO Solutions’s Omnicom Group OMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-16,956	Closed	-$1.37M	–	552
2025 Q4	$1.37M	Buy	16,956 +9,822	+138%	+$750K	0.22%	82
2025 Q3	$582K	Buy	7,134 +309	+5%	+$23.3K	0.1%	205
2025 Q2	$491K	Sell	6,825 -533	-7%	-$39.4K	0.09%	229
2025 Q1	$610K	Sell	7,358 -176	-2%	-$14.7K	0.12%	180
2024 Q4	$648K	Buy	+7,534	New	+$747K	0.13%	174
2022 Q4	–	Sell	-9,149	Closed	-$577K	–	487
2022 Q3	$577K	Buy	9,149 +817	+10%	+$55.4K	0.14%	138
2022 Q2	$530K	Sell	8,332 -1,033	-11%	-$76.4K	0.12%	147
2022 Q1	$795K	Sell	9,365 -1,281	-12%	-$103K	0.16%	128
2021 Q4	$780K	Buy	10,646 +791	+8%	+$56.3K	0.15%	136
2021 Q3	$714K	Buy	9,855 +173	+2%	+$12.9K	0.15%	142
2021 Q2	$774K	Buy	9,682 +1,152	+14%	+$93.6K	0.16%	129
2021 Q1	$633K	Sell	8,530 -277	-3%	-$19.1K	0.14%	139
2020 Q4	$549K	Buy	8,807 +356	+4%	+$20.3K	0.14%	141
2020 Q3	$0	Buy	8,451 +1,750	+26%	+$93.7K	﹤0.01%	275
2020 Q2	$366K	Sell	6,701 -2,546	-28%	-$139K	0.11%	176
2020 Q1	$508K	Sell	9,247 -669	-7%	-$47.5K	0.18%	115
2019 Q4	$800K	Sell	9,916 -393	-4%	-$30.8K	0.23%	92
2019 Q3	$912K	Buy	+10,309	New	+$819K	0.36%	67