ProVise Management Group’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 | $8.61M | Buy |
119,643
+6,044
| +5% | +$435K | 0.68% | 48 |
|
|
2025
Q1 | $9.42M | Buy |
113,599
+12,088
| +12% | +$1M | 0.8% | 43 |
|
|
2024
Q4 | $8.73M | Buy |
101,511
+2,565
| +3% | +$221K | 0.75% | 41 |
|
|
2024
Q3 | $10.2M | Buy |
98,946
+7,939
| +9% | +$821K | 0.81% | 39 |
|
|
2024
Q2 | $8.16M | Buy |
91,007
+3,925
| +5% | +$352K | 0.69% | 42 |
|
|
2024
Q1 | $8.43M | Buy |
87,082
+7,843
| +10% | +$759K | 0.73% | 42 |
|
|
2023
Q4 | $6.85M | Buy |
79,239
+4,409
| +6% | +$381K | 0.58% | 52 |
|
|
2023
Q3 | $5.57M | Buy |
74,830
+11,626
| +18% | +$866K | 0.52% | 56 |
|
|
2023
Q2 | $6.01M | Buy |
63,204
+8,249
| +15% | +$785K | 0.55% | 54 |
|
|
2023
Q1 | $5.18M | Buy |
54,955
+4,001
| +8% | +$377K | 0.5% | 65 |
|
|
2022
Q4 | $4.16M | Sell |
50,954
-1,038
| -2% | -$84.7K | 0.42% | 66 |
|
|
2022
Q3 | $3.28M | Buy |
51,992
+2,611
| +5% | +$165K | 0.37% | 83 |
|
|
2022
Q2 | $3.14M | Buy |
49,381
+4,075
| +9% | +$259K | 0.34% | 88 |
|
|
2022
Q1 | $3.85M | Buy |
45,306
+5,636
| +14% | +$478K | 0.36% | 77 |
|
|
2021
Q4 | $2.91M | Buy |
39,670
+8,416
| +27% | +$617K | 0.26% | 100 |
|
|
2021
Q3 | $2.27M | Buy |
31,254
+11,908
| +62% | +$863K | 0.22% | 119 |
|
|
2021
Q2 | $1.55M | Buy |
19,346
+3,278
| +20% | +$262K | 0.16% | 133 |
|
|
2021
Q1 | $1.19M | Buy |
16,068
+4,042
| +34% | +$300K | 0.13% | 148 |
|
|
2020
Q4 | $750K | Buy |
12,026
+931
| +8% | +$58.1K | 0.09% | 185 |
|
|
2020
Q3 | $549K | Buy |
11,095
+1,527
| +16% | +$75.6K | 0.07% | 191 |
|
|
2020
Q2 | $522K | Buy |
9,568
+613
| +7% | +$33.4K | 0.07% | 183 |
|
|
2020
Q1 | $492K | Buy |
8,955
+30
| +0.3% | +$1.65K | 0.08% | 174 |
|
|
2019
Q4 | $723K | Buy |
8,925
+400
| +5% | +$32.4K | 0.09% | 164 |
|
|
2019
Q3 | $668K | Buy |
8,525
+145
| +2% | +$11.4K | 0.09% | 168 |
|
|
2019
Q2 | $687K | Buy |
8,380
+522
| +7% | +$42.8K | 0.09% | 169 |
|
|
2019
Q1 | $574K | Buy |
7,858
+1,840
| +31% | +$134K | 0.08% | 180 |
|
|
2018
Q4 | $441K | Buy |
6,018
+640
| +12% | +$46.9K | 0.07% | 203 |
|
|
2018
Q3 | $366K | Buy |
5,378
+1,128
| +27% | +$76.8K | 0.05% | 244 |
|
|
2018
Q2 | $324 | Buy |
4,250
+466
| +12% | +$36 | 0.02% | 257 |
|
|
2018
Q1 | $275K | Buy |
+3,784
| New | +$275K | 0.04% | 252 |
|