Wealthspire Advisors (Maryland)’s Omnicom Group OMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$254K Sell
5,125
-914
-15% -$45.3K 0.01% 385
2020
Q2
$330K Sell
6,039
-651
-10% -$35.6K 0.02% 324
2020
Q1
$367K Sell
6,690
-534
-7% -$29.3K 0.03% 273
2019
Q4
$585K Buy
7,224
+105
+1% +$8.5K 0.04% 248
2019
Q3
$557K Sell
7,119
-33
-0.5% -$2.58K 0.04% 240
2019
Q2
$586K Buy
7,152
+70
+1% +$5.74K 0.04% 230
2019
Q1
$517K Sell
7,082
-1,005
-12% -$73.4K 0.04% 248
2018
Q4
$592K Buy
8,087
+407
+5% +$29.8K 0.05% 194
2018
Q3
$522K Sell
7,680
-1,790
-19% -$122K 0.04% 236
2018
Q2
$722K Buy
9,470
+19
+0.2% +$1.45K 0.07% 173
2018
Q1
$687K Sell
9,451
-93
-1% -$6.76K 0.06% 188
2017
Q4
$695K Buy
9,544
+520
+6% +$37.9K 0.07% 193
2017
Q3
$668K Sell
9,024
-1,180
-12% -$87.3K 0.07% 182
2017
Q2
$846K Buy
10,204
+3,842
+60% +$319K 0.1% 138
2017
Q1
$548K Sell
6,362
-329
-5% -$28.3K 0.08% 166
2016
Q4
$569K Buy
6,691
+766
+13% +$65.1K 0.09% 154
2016
Q3
$504K Sell
5,925
-193
-3% -$16.4K 0.08% 174
2016
Q2
$499K Sell
6,118
-1,854
-23% -$151K 0.08% 162
2016
Q1
$664K Buy
7,972
+1,013
+15% +$84.4K 0.12% 125
2015
Q4
$527K Buy
+6,959
New +$527K 0.1% 144