Valeo Financial Advisors’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,591
| Closed | -$209K | – | 857 |
|
|
2025
Q4 | $209K | Buy |
+2,591
| New | +$198K | ﹤0.01% | 745 |
|
|
2024
Q4 | – | Sell |
-2,080
| Closed | -$215K | – | 775 |
|
|
2024
Q3 | $215K | Buy |
+2,080
| New | +$200K | 0.01% | 635 |
|
|
2024
Q2 | – | Sell |
-2,456
| Closed | -$236K | – | 710 |
|
|
2024
Q1 | $236K | Buy |
+2,456
| New | +$220K | 0.01% | 568 |
|
|
2021
Q2 | – | Sell |
-258
| Closed | -$19K | – | 1390 |
|
|
2021
Q1 | $19K | Buy |
258
+58
| +29% | +$4K | ﹤0.01% | 1179 |
|
|
2020
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 1153 |
|
|
2020
Q3 | $10K | Sell |
200
-155
| -44% | -$8.3K | ﹤0.01% | 1086 |
|
|
2020
Q2 | $19K | Buy |
355
+66
| +23% | +$3.59K | ﹤0.01% | 1082 |
|
|
2020
Q1 | $16K | Buy |
289
+54
| +23% | +$3.83K | ﹤0.01% | 944 |
|
|
2019
Q4 | $19K | Hold |
235
| – | – | ﹤0.01% | 933 |
|
|
2019
Q3 | $18K | Hold |
235
| – | – | ﹤0.01% | 878 |
|
|
2019
Q2 | $19K | Hold |
235
| – | – | ﹤0.01% | 866 |
|
|
2019
Q1 | $17K | Buy |
235
+2
| +0.9% | +$150 | ﹤0.01% | 830 |
|
|
2018
Q4 | $17K | Sell |
233
-7
| -3% | -$519 | ﹤0.01% | 755 |
|
|
2018
Q3 | $18K | Hold |
240
| – | – | ﹤0.01% | 807 |
|
|
2018
Q2 | $16K | Sell |
240
-450
| -65% | -$33.2K | ﹤0.01% | 824 |
|
|
2018
Q1 | $50K | Buy |
690
+1
| +0.1% | +$75 | 0.01% | 488 |
|
|
2017
Q4 | $50K | Buy |
689
+117
| +20% | +$8.39K | 0.01% | 468 |
|
|
2017
Q3 | $42K | Buy |
+572
| New | +$44.1K | 0.01% | 428 |
|
Other funds holding OMC
VCM
VPM
