Trek Financial’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 |
-5,733
| Closed | -$496K | – | 426 |
|
|
2023
Q4 | $496K | Sell |
5,733
-581
| -9% | -$50.3K | 0.04% | 188 |
|
|
2023
Q3 | $470K | Buy |
6,314
+258
| +4% | +$19.2K | 0.04% | 184 |
|
|
2023
Q2 | $576K | Sell |
6,056
-111
| -2% | -$10.6K | 0.05% | 157 |
|
|
2023
Q1 | $582K | Buy |
+6,167
| New | +$582K | 0.05% | 148 |
|
|
2022
Q2 | – | Sell |
-7,122
| Closed | -$605K | – | 252 |
|
|
2022
Q1 | $605K | Sell |
7,122
-1,757
| -20% | -$149K | 0.05% | 124 |
|
|
2021
Q4 | $651K | Buy |
8,879
+253
| +3% | +$18.6K | 0.06% | 98 |
|
|
2021
Q3 | $625K | Buy |
8,626
+1,782
| +26% | +$129K | 0.06% | 90 |
|
|
2021
Q2 | $547K | Buy |
+6,844
| New | +$547K | 0.06% | 99 |
|