Sugarloaf Wealth Management’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$686 | – | 760 |
|
|
2022
Q4 | $686 | Sell |
8
-1
| -11% | -$86 | ﹤0.01% | 722 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 778 |
|
|
2022
Q2 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 740 |
|
|
2022
Q1 | $1K | Sell |
8
-1
| -11% | -$125 | ﹤0.01% | 685 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 716 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 724 |
|
|
2021
Q2 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 715 |
|
|
2021
Q1 | $1 | Hold |
8
| – | – | ﹤0.01% | 715 |
|
|
2020
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 738 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 704 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 712 |
|
|
2020
Q1 | $0 | Sell |
8
-69
| -90% | – | ﹤0.01% | 733 |
|
|
2019
Q4 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 522 |
|