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PPWM
PFG Private Wealth Management’s
Omnicom Group
OMC
Stock Holding History
PFG Private Wealth Management’s Portfolio
OMC Stock Details
OMC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-36
Closed
-$2.98K
–
185
2025
Q1
$2.98K
Hold
36
–
–
﹤0.01%
207
2024
Q4
$3.1K
Hold
36
–
–
﹤0.01%
183
2024
Q3
$3.72K
Hold
36
–
–
﹤0.01%
173
2024
Q2
$3.23K
Hold
36
–
–
﹤0.01%
178
2024
Q1
$3.48K
Hold
36
–
–
﹤0.01%
166
2023
Q4
$3.11K
Sell
36
-500
-93%
-$39.4K
﹤0.01%
174
2023
Q3
$39.9K
Sell
536
-1,456
-73%
-$120K
0.03%
99
2023
Q2
$190K
Buy
1,992
+303
+18%
+$28.1K
0.11%
55
2023
Q1
$159K
Buy
1,689
+1,645
+3,739%
+$146K
0.1%
62
2022
Q4
$4K
Hold
44
–
–
﹤0.01%
244
2022
Q3
$3K
Hold
44
–
–
﹤0.01%
275
2022
Q2
$3K
Hold
44
–
–
﹤0.01%
268
2022
Q1
$4K
Hold
44
–
–
﹤0.01%
243
2021
Q4
$3K
Hold
44
–
–
﹤0.01%
269
2021
Q3
$3K
Buy
+44
New
+$3.27K
﹤0.01%
259
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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