United Capital Financial Advisors’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 | $564K | Sell |
7,844
-1,205
| -13% | -$86.7K | ﹤0.01% | 743 |
|
2025
Q1 | $750K | Buy |
9,049
+1,604
| +22% | +$133K | 0.01% | 629 |
|
2024
Q4 | $641K | Sell |
7,445
-104
| -1% | -$8.95K | 0.01% | 662 |
|
2024
Q3 | $780K | Sell |
7,549
-19
| -0.3% | -$1.96K | 0.01% | 603 |
|
2024
Q2 | $679K | Buy |
7,568
+256
| +4% | +$23K | 0.01% | 625 |
|
2024
Q1 | $707K | Sell |
7,312
-1,044
| -12% | -$101K | 0.01% | 640 |
|
2023
Q4 | $723K | Buy |
8,356
+2,858
| +52% | +$247K | 0.01% | 634 |
|
2023
Q3 | $409K | Sell |
5,498
-874
| -14% | -$65.1K | ﹤0.01% | 678 |
|
2023
Q2 | $606K | Sell |
6,372
-1,609
| -20% | -$153K | ﹤0.01% | 651 |
|
2023
Q1 | $753K | Sell |
7,981
-1,418
| -15% | -$134K | ﹤0.01% | 647 |
|
2022
Q4 | $767K | Sell |
9,399
-215
| -2% | -$17.5K | ﹤0.01% | 677 |
|
2022
Q3 | $607K | Sell |
9,614
-1,185
| -11% | -$74.8K | ﹤0.01% | 725 |
|
2022
Q2 | $687K | Sell |
10,799
-1,154
| -10% | -$73.4K | ﹤0.01% | 715 |
|
2022
Q1 | $1.02M | Sell |
11,953
-1,890
| -14% | -$160K | ﹤0.01% | 664 |
|
2021
Q4 | $1.01M | Buy |
13,843
+644
| +5% | +$47.2K | ﹤0.01% | 673 |
|
2021
Q3 | $956K | Sell |
13,199
-4,634
| -26% | -$336K | ﹤0.01% | 688 |
|
2021
Q2 | $1.43M | Buy |
17,833
+19
| +0.1% | +$1.52K | 0.01% | 616 |
|
2021
Q1 | $1.32M | Sell |
17,814
-2,024
| -10% | -$150K | 0.01% | 596 |
|
2020
Q4 | $1.24M | Sell |
19,838
-391
| -2% | -$24.4K | 0.01% | 620 |
|
2020
Q3 | $1M | Buy |
20,229
+1,360
| +7% | +$67.3K | 0.01% | 659 |
|
2020
Q2 | $1.03M | Buy |
18,869
+1,696
| +10% | +$92.6K | 0.01% | 655 |
|
2020
Q1 | $943K | Buy |
17,173
+305
| +2% | +$16.7K | 0.01% | 645 |
|
2019
Q4 | $1.37M | Buy |
16,868
+1,521
| +10% | +$123K | 0.01% | 684 |
|
2019
Q3 | $1.2M | Sell |
15,347
-3,524
| -19% | -$276K | 0.01% | 691 |
|
2019
Q2 | $1.55M | Buy |
18,871
+618
| +3% | +$50.7K | 0.01% | 684 |
|
2019
Q1 | $1.33M | Buy |
18,253
+8,769
| +92% | +$640K | 0.01% | 695 |
|
2018
Q4 | $695K | Buy |
9,484
+1,186
| +14% | +$86.9K | 0.01% | 811 |
|
2018
Q3 | $564K | Buy |
8,298
+188
| +2% | +$12.8K | ﹤0.01% | 938 |
|
2018
Q2 | $619K | Sell |
8,110
-98
| -1% | -$7.48K | ﹤0.01% | 889 |
|
2018
Q1 | $596K | Sell |
8,208
-883
| -10% | -$64.1K | ﹤0.01% | 914 |
|
2017
Q4 | $667K | Buy |
9,091
+112
| +1% | +$8.22K | 0.01% | 889 |
|
2017
Q3 | $665K | Sell |
8,979
-432
| -5% | -$32K | 0.01% | 884 |
|
2017
Q2 | $780K | Buy |
9,411
+1,482
| +19% | +$123K | 0.01% | 828 |
|
2017
Q1 | $684K | Sell |
7,929
-478
| -6% | -$41.2K | 0.01% | 841 |
|
2016
Q4 | $716K | Sell |
8,407
-345
| -4% | -$29.4K | 0.01% | 832 |
|
2016
Q3 | $744K | Sell |
8,752
-757
| -8% | -$64.4K | 0.01% | 855 |
|
2016
Q2 | $770K | Sell |
9,509
-471
| -5% | -$38.1K | 0.01% | 806 |
|
2016
Q1 | $831K | Sell |
9,980
-331
| -3% | -$27.6K | 0.01% | 746 |
|
2015
Q4 | $780K | Buy |
10,311
+404
| +4% | +$30.6K | 0.01% | 758 |
|
2015
Q3 | $653K | Sell |
9,907
-219
| -2% | -$14.4K | 0.01% | 821 |
|
2015
Q2 | $704K | Buy |
10,126
+15
| +0.1% | +$1.04K | 0.01% | 806 |
|
2015
Q1 | $766K | Sell |
10,111
-145
| -1% | -$11K | 0.01% | 786 |
|
2014
Q4 | $795K | Buy |
10,256
+120
| +1% | +$9.3K | 0.01% | 699 |
|
2014
Q3 | $698K | Sell |
10,136
-99
| -1% | -$6.82K | 0.01% | 699 |
|
2014
Q2 | $729K | Buy |
10,235
+438
| +4% | +$31.2K | 0.01% | 620 |
|
2014
Q1 | $711K | Buy |
9,797
+6,315
| +181% | +$458K | 0.02% | 555 |
|
2013
Q4 | $259K | Sell |
3,482
-3,676
| -51% | -$273K | 0.01% | 559 |
|
2013
Q3 | $454K | Sell |
7,158
-5,526
| -44% | -$350K | 0.01% | 463 |
|
2013
Q2 | $797K | Buy |
+12,684
| New | +$797K | 0.02% | 439 |
|