SFMG Wealth Advisors’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 |
-2,368
| Closed | -$205K | – | 292 |
|
|
2023
Q4 | $205K | Sell |
2,368
-611
| -21% | -$52.9K | 0.02% | 239 |
|
|
2023
Q3 | $222K | Sell |
2,979
-838
| -22% | -$62.4K | 0.02% | 211 |
|
|
2023
Q2 | $363K | Buy |
3,817
+37
| +1% | +$3.52K | 0.04% | 155 |
|
|
2023
Q1 | $357K | Hold |
3,780
| – | – | 0.04% | 162 |
|
|
2022
Q4 | $308K | Sell |
3,780
-135
| -3% | -$11K | 0.03% | 178 |
|
|
2022
Q3 | $257K | Buy |
3,915
+127
| +3% | +$8.34K | 0.03% | 184 |
|
|
2022
Q2 | $241K | Buy |
3,788
+426
| +13% | +$27.1K | 0.03% | 205 |
|
|
2022
Q1 | $285K | Hold |
3,362
| – | – | 0.03% | 209 |
|
|
2021
Q4 | $246K | Buy |
+3,362
| New | +$246K | 0.02% | 233 |
|