Valley Wealth Managers’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 | – | Sell |
-36
| Closed | -$2.99K | – | 355 |
|
|
2025
Q1 | $2.99K | Hold |
36
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $3.1K | Hold |
36
| – | – | ﹤0.01% | 330 |
|
|
2024
Q3 | $3.72K | Buy |
+36
| New | +$3.72K | ﹤0.01% | 328 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 475 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 438 |
|
|
2020
Q4 | – | Sell |
-216,015
| Closed | -$10.7M | – | 166 |
|
|
2020
Q3 | $10.7M | Sell |
216,015
-12,533
| -5% | -$620K | 1.18% | 41 |
|
|
2020
Q2 | $12.5M | Sell |
228,548
-13,708
| -6% | -$748K | 1.4% | 34 |
|
|
2020
Q1 | $13.3M | Buy |
242,256
+6,165
| +3% | +$338K | 1.73% | 26 |
|
|
2019
Q4 | $19.1M | Buy |
236,091
+10,218
| +5% | +$828K | 1.91% | 20 |
|
|
2019
Q3 | $17.7M | Buy |
+225,873
| New | +$17.7M | 1.88% | 23 |
|