Wealthfront’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-4,010
| Closed | -$297K | – | 520 |
|
2017
Q3 | $297K | Sell |
4,010
-261
| -6% | -$19.3K | ﹤0.01% | 425 |
|
2017
Q2 | $354K | Sell |
4,271
-324
| -7% | -$26.9K | 0.01% | 351 |
|
2017
Q1 | $396K | Sell |
4,595
-55
| -1% | -$4.74K | 0.01% | 273 |
|
2016
Q4 | $396K | Sell |
4,650
-317
| -6% | -$27K | 0.01% | 240 |
|
2016
Q3 | $422K | Buy |
4,967
+1,047
| +27% | +$89K | 0.01% | 211 |
|
2016
Q2 | $319K | Buy |
3,920
+205
| +6% | +$16.7K | 0.01% | 245 |
|
2016
Q1 | $309K | Buy |
+3,715
| New | +$309K | 0.01% | 237 |
|
2015
Q4 | – | Sell |
-1,616
| Closed | -$106K | – | 815 |
|
2015
Q3 | $106K | Buy |
1,616
+571
| +55% | +$37.5K | ﹤0.01% | 398 |
|
2015
Q2 | $73K | Sell |
1,045
-180
| -15% | -$12.6K | ﹤0.01% | 456 |
|
2015
Q1 | $96K | Buy |
1,225
+399
| +48% | +$31.3K | ﹤0.01% | 389 |
|
2014
Q4 | $64K | Sell |
826
-361
| -30% | -$28K | ﹤0.01% | 438 |
|
2014
Q3 | $82K | Buy |
1,187
+738
| +164% | +$51K | 0.01% | 322 |
|
2014
Q2 | $33K | Sell |
449
-1,788
| -80% | -$131K | ﹤0.01% | 434 |
|
2014
Q1 | $162K | Buy |
+2,237
| New | +$162K | 0.02% | 73 |
|