Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,080
| Closed | -$215K | – | 722 |
|
|
2024
Q3 | $215K | Buy |
+2,080
| New | +$215K | 0.01% | 630 |
|
|
2024
Q2 | – | Sell |
-2,456
| Closed | -$236K | – | 679 |
|
|
2024
Q1 | $236K | Buy |
+2,456
| New | +$236K | 0.01% | 568 |
|
|
2021
Q2 | – | Sell |
-258
| Closed | -$19K | – | 1300 |
|
|
2021
Q1 | $19K | Buy |
258
+58
| +29% | +$4.27K | ﹤0.01% | 1109 |
|
|
2020
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q3 | $10K | Sell |
200
-155
| -44% | -$7.75K | ﹤0.01% | 1045 |
|
|
2020
Q2 | $19K | Buy |
355
+66
| +23% | +$3.53K | ﹤0.01% | 1021 |
|
|
2020
Q1 | $16K | Buy |
289
+54
| +23% | +$2.99K | ﹤0.01% | 909 |
|
|
2019
Q4 | $19K | Hold |
235
| – | – | ﹤0.01% | 921 |
|
|
2019
Q3 | $18K | Hold |
235
| – | – | ﹤0.01% | 867 |
|
|
2019
Q2 | $19K | Hold |
235
| – | – | ﹤0.01% | 861 |
|
|
2019
Q1 | $17K | Buy |
235
+2
| +0.9% | +$145 | ﹤0.01% | 823 |
|
|
2018
Q4 | $17K | Sell |
233
-7
| -3% | -$511 | ﹤0.01% | 747 |
|
|
2018
Q3 | $18K | Hold |
240
| – | – | ﹤0.01% | 797 |
|
|
2018
Q2 | $16K | Sell |
240
-450
| -65% | -$30K | ﹤0.01% | 818 |
|
|
2018
Q1 | $50K | Buy |
690
+1
| +0.1% | +$72 | 0.01% | 486 |
|
|
2017
Q4 | $50K | Buy |
689
+117
| +20% | +$8.49K | 0.01% | 468 |
|
|
2017
Q3 | $42K | Buy |
+572
| New | +$42K | 0.01% | 426 |
|