TFO Wealth Partners’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-9
| Closed | -$871 | – | 550 |
|
2024
Q1 | $871 | Hold |
9
| – | – | ﹤0.01% | 182 |
|
2023
Q4 | $779 | Hold |
9
| – | – | ﹤0.01% | 245 |
|
2023
Q3 | $856 | Hold |
9
| – | – | ﹤0.01% | 319 |
|
2023
Q2 | $856 | Hold |
9
| – | – | ﹤0.01% | 217 |
|
2023
Q1 | $849 | Buy |
9
+2
| +29% | +$189 | ﹤0.01% | 180 |
|
2022
Q4 | $371 | Buy |
+7
| New | +$371 | ﹤0.01% | 528 |
|
2022
Q3 | – | Sell |
-38
| Closed | -$2K | – | 383 |
|
2022
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 332 |
|