Rockefeller Financial Services’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $52K | Hold |
708
| – | – | ﹤0.01% | 412 |
|
2017
Q3 | $52K | Hold |
708
| – | – | ﹤0.01% | 419 |
|
2017
Q2 | $59K | Hold |
708
| – | – | ﹤0.01% | 370 |
|
2017
Q1 | $61K | Sell |
708
-735
| -51% | -$63.3K | ﹤0.01% | 387 |
|
2016
Q4 | $123K | Buy |
1,443
+108
| +8% | +$9.21K | ﹤0.01% | 361 |
|
2016
Q3 | $113K | Hold |
1,335
| – | – | ﹤0.01% | 342 |
|
2016
Q2 | $109K | Sell |
1,335
-77
| -5% | -$6.29K | ﹤0.01% | 351 |
|
2016
Q1 | $117K | Buy |
1,412
+77
| +6% | +$6.38K | ﹤0.01% | 360 |
|
2015
Q4 | $101K | Hold |
1,335
| – | – | ﹤0.01% | 389 |
|
2015
Q3 | $88K | Hold |
1,335
| – | – | ﹤0.01% | 388 |
|
2015
Q2 | $93K | Hold |
1,335
| – | – | ﹤0.01% | 367 |
|
2015
Q1 | $104K | Buy |
1,335
+735
| +123% | +$57.3K | ﹤0.01% | 376 |
|
2014
Q4 | $46K | Hold |
600
| – | – | ﹤0.01% | 388 |
|
2014
Q3 | $41K | Buy |
+600
| New | +$41K | ﹤0.01% | 411 |
|
2014
Q2 | – | Sell |
-600
| Closed | -$44K | – | 639 |
|
2014
Q1 | $44K | Hold |
600
| – | – | ﹤0.01% | 433 |
|
2013
Q4 | $45K | Hold |
600
| – | – | ﹤0.01% | 417 |
|
2013
Q3 | $38K | Hold |
600
| – | – | ﹤0.01% | 427 |
|
2013
Q2 | $38K | Buy |
+600
| New | +$38K | ﹤0.01% | 428 |
|