Plante Moran Financial Advisors’s Omnicom Group OMC Stock Holding History

Plante Moran Financial Advisors’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	–	Hold	0	–	–	–	838
2025 Q1	–	Sell	-43	Closed	-$3.59K	–	926
2024 Q4	$3.7K	Buy	43 +37	+617%	+$3.67K	﹤0.01%	729
2024 Q3	$620	Buy	+6	New	+$577	﹤0.01%	809
2023 Q2	–	Hold	0	–	–	–	876
2023 Q1	–	Hold	0	–	–	–	899
2022 Q4	–	Hold	0	–	–	–	948
2022 Q3	–	Sell	-58	Closed	-$3.93K	–	1022
2022 Q2	$4K	Sell	58 -942	-94%	-$69.7K	﹤0.01%	742
2022 Q1	$85K	Sell	1,000 -54	-5%	-$4.34K	0.02%	246
2021 Q4	$77K	Buy	1,054 +54	+5%	+$3.84K	0.01%	288
2021 Q3	$72K	Hold	1,000	–	–	0.02%	315
2021 Q2	$80K	Hold	1,000	–	–	0.02%	282
2021 Q1	$74K	Sell	1,000 -23	-2%	-$1.59K	0.02%	289
2020 Q4	$64K	Buy	1,023 +23	+2%	+$1.31K	0.02%	310
2020 Q3	$50K	Hold	1,000	–	–	0.02%	320
2020 Q2	$55K	Hold	1,000	–	–	0.02%	282
2020 Q1	$55K	Hold	1,000	–	–	0.03%	245
2019 Q4	$81K	Hold	1,000	–	–	0.03%	255
2019 Q3	$78K	Hold	1,000	–	–	0.02%	275
2019 Q2	$82K	Hold	1,000	–	–	0.03%	252
2019 Q1	$73K	Hold	1,000	–	–	0.02%	260
2018 Q4	$73K	Sell	1,000 -34	-3%	-$2.52K	0.03%	242
2018 Q3	$70K	Buy	1,034 +34	+3%	+$2.38K	0.02%	249
2018 Q2	$76K	Sell	1,000 -73	-7%	-$5.39K	0.04%	262
2018 Q1	$78K	Hold	1,073	–	–	0.04%	269
2017 Q4	$78K	Hold	1,073	–	–	0.04%	263
2017 Q3	$79K	Hold	1,073	–	–	0.05%	239
2017 Q2	$89K	Hold	1,073	–	–	0.06%	215
2017 Q1	$93K	Sell	1,073 -135	-11%	-$11.5K	0.06%	214
2016 Q4	$103K	Buy	1,208 +135	+13%	+$11.3K	0.06%	210
2016 Q3	$91K	Buy	1,073 +1,000	+1,370%	+$83.8K	0.06%	214
2016 Q2	$6K	Hold	73	–	–	﹤0.01%	603
2016 Q1	$6K	Hold	73	–	–	﹤0.01%	558
2015 Q4	$6K	Hold	73	–	–	﹤0.01%	685
2015 Q3	$5K	Sell	73 -14	-16%	-$981	﹤0.01%	586
2015 Q2	$6K	Sell	87 -19	-18%	-$1.44K	﹤0.01%	599
2015 Q1	$8K	Hold	106	–	–	0.01%	548
2014 Q4	$8K	Buy	106 +24	+29%	+$1.75K	0.01%	587
2014 Q3	$6K	Hold	82	–	–	0.01%	646
2014 Q2	$6K	Buy	+82	New	+$5.71K	0.01%	642