PWAG
Polaris Wealth Advisory Group’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-273,521
| Closed | -$17.4M | – | 191 |
|
|
2020
Q4 | $17.4M | Buy |
+273,521
| New | +$17.4M | 1.3% | 30 |
|
|
2017
Q1 | – | Sell |
-159,248
| Closed | -$13.6M | – | 118 |
|
|
2016
Q4 | $13.6M | Sell |
159,248
-2,806
| -2% | -$239K | 1.57% | 31 |
|
|
2016
Q3 | $13.8M | Buy |
162,054
+8,093
| +5% | +$688K | 1.65% | 33 |
|
|
2016
Q2 | $12.5M | Buy |
+153,961
| New | +$12.5M | 1.95% | 26 |
|
|
2015
Q2 | – | Sell |
-61,776
| Closed | -$4.82M | – | 82 |
|
|
2015
Q1 | $4.82M | Buy |
+61,776
| New | +$4.82M | 0.88% | 49 |
|