SWA
SOA Wealth Advisors’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.8K | Hold |
1,331
| – | – | 0.02% | 283 |
|
|
2025
Q1 | $110K | Hold |
1,331
| – | – | 0.02% | 251 |
|
|
2024
Q4 | $115K | Hold |
1,331
| – | – | 0.02% | 240 |
|
|
2024
Q3 | $138K | Hold |
1,331
| – | – | 0.03% | 219 |
|
|
2024
Q2 | $119K | Hold |
1,331
| – | – | 0.02% | 228 |
|
|
2024
Q1 | $129K | Hold |
1,331
| – | – | 0.03% | 222 |
|
|
2023
Q4 | $115K | Sell |
1,331
-38
| -3% | -$3.29K | 0.03% | 219 |
|
|
2023
Q3 | $102K | Buy |
1,369
+1
| +0.1% | +$74 | 0.03% | 224 |
|
|
2023
Q2 | $130K | Hold |
1,368
| – | – | 0.03% | 205 |
|
|
2023
Q1 | $129K | Hold |
1,368
| – | – | 0.03% | 202 |
|
|
2022
Q4 | $112K | Sell |
1,368
-12
| -0.9% | -$979 | 0.03% | 210 |
|
|
2022
Q3 | $87K | Hold |
1,380
| – | – | 0.03% | 214 |
|
|
2022
Q2 | $87K | Sell |
1,380
-387
| -22% | -$24.4K | 0.03% | 214 |
|
|
2022
Q1 | $149K | Hold |
1,767
| – | – | 0.04% | 194 |
|
|
2021
Q4 | $130K | Buy |
1,767
+38
| +2% | +$2.8K | 0.03% | 193 |
|
|
2021
Q3 | $125K | Buy |
1,729
+2
| +0.1% | +$145 | 0.03% | 198 |
|
|
2021
Q2 | $138K | Buy |
1,727
+65
| +4% | +$5.19K | 0.04% | 191 |
|
|
2021
Q1 | $123K | Buy |
1,662
+44
| +3% | +$3.26K | 0.03% | 181 |
|
|
2020
Q4 | $105K | Buy |
+1,618
| New | +$105K | 0.03% | 186 |
|