Total Wealth Planning & Management’s Omnicom Group OMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$967K Buy
13,437
+285
+2% +$20.5K 0.78% 30
2025
Q1
$1.09M Buy
13,152
+2,253
+21% +$187K 1.03% 22
2024
Q4
$938K Buy
+10,899
New +$938K 0.85% 23