Rockbridge Investment Management’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-400
| Closed | -$34.6K | – | 470 |
|
|
2023
Q4 | $34.6K | Buy |
+400
| New | +$34.6K | 0.01% | 272 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$25.4K | – | 441 |
|
|
2022
Q2 | $25.4K | Hold |
400
| – | – | 0.01% | 276 |
|
|
2022
Q1 | $33.1K | Sell |
400
-115
| -22% | -$9.51K | 0.01% | 352 |
|
|
2021
Q4 | $38K | Buy |
515
+115
| +29% | +$8.49K | 0.01% | 389 |
|
|
2021
Q3 | $29K | Hold |
400
| – | – | ﹤0.01% | 399 |
|
|
2021
Q2 | $32K | Hold |
400
| – | – | 0.01% | 377 |
|
|
2021
Q1 | $30K | Hold |
400
| – | – | 0.01% | 357 |
|
|
2020
Q4 | $25K | Hold |
400
| – | – | 0.01% | 383 |
|
|
2020
Q3 | $20K | Hold |
400
| – | – | ﹤0.01% | 384 |
|
|
2020
Q2 | $22K | Buy |
+400
| New | +$22K | 0.01% | 332 |
|