Ropes Wealth Advisors’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,549
| Closed | -$1.27M | – | 284 |
|
|
2021
Q3 | $1.27M | Sell |
17,549
-1,535
| -8% | -$114K | 0.2% | 98 |
|
|
2021
Q2 | $1.53M | Buy |
19,084
+120
| +0.6% | +$9.75K | 0.24% | 91 |
|
|
2021
Q1 | $1.59M | Buy |
18,964
+2,095
| +12% | +$145K | 0.28% | 86 |
|
|
2020
Q4 | $1.05M | Sell |
16,869
-2,012
| -11% | -$115K | 0.16% | 91 |
|
|
2020
Q3 | $935K | Buy |
18,881
+18,712
| +11,072% | +$1M | 0.18% | 93 |
|
|
2020
Q2 | $9K | Buy |
+169
| New | +$9.2K | ﹤0.01% | 455 |
|
|
2020
Q1 | – | Sell |
-375
| Closed | -$30K | – | 552 |
|
|
2019
Q4 | $30K | Hold |
375
| – | – | 0.01% | 378 |
|
|
2019
Q3 | $29K | Hold |
375
| – | – | 0.01% | 389 |
|
|
2019
Q2 | $31K | Hold |
375
| – | – | 0.01% | 383 |
|
|
2019
Q1 | $27K | Hold |
375
| – | – | 0.01% | 386 |
|
|
2018
Q4 | $27K | Hold |
375
| – | – | 0.01% | 353 |
|
|
2018
Q3 | $26K | Hold |
375
| – | – | 0.01% | 383 |
|
|
2018
Q2 | $29K | Hold |
375
| – | – | 0.01% | 392 |
|
|
2018
Q1 | $27K | Hold |
375
| – | – | 0.01% | 379 |
|
|
2017
Q4 | $27K | Hold |
375
| – | – | 0.01% | 402 |
|
|
2017
Q3 | $28K | Hold |
375
| – | – | 0.01% | 378 |
|
|
2017
Q2 | $31K | Hold |
375
| – | – | 0.01% | 370 |
|
|
2017
Q1 | $32K | Hold |
375
| – | – | 0.01% | 371 |
|
|
2016
Q4 | $32K | Sell |
375
-275
| -42% | -$23.1K | 0.01% | 359 |
|
|
2016
Q3 | $55K | Buy |
650
+224
| +53% | +$18.8K | 0.02% | 271 |
|
|
2016
Q2 | $35K | Buy |
426
+51
| +14% | +$4.24K | 0.01% | 297 |
|
|
2016
Q1 | $31K | Sell |
375
-1,365
| -78% | -$103K | 0.01% | 254 |
|
|
2015
Q4 | $132K | Buy |
+1,740
| New | +$128K | 0.06% | 183 |
|
Other funds holding OMC
BGC
