Waverly 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
2025
Q3
$304K Buy
2025
Q1
Sell
2024
Q4
$207K Sell
2024
Q3
$421K Sell
2024
Q2
$452K Buy
2024
Q1
$231K Buy
2021
Q4
Sell
2021
Q3
$204K Buy
2018
Q1
Sell
2017
Q4
$42K Buy
2014
Q4
Sell
2014
Q3
$4K Hold
2014
Q2
$4K Hold
2014
Q1
$4K Sell
2013
Q4
$75K Buy
2013
Q3
$60K Buy