Wealthspire Advisors (New York)’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,940
| Closed | -$362K | – | 519 |
|
|
2021
Q4 | $362K | Sell |
4,940
-1,172
| -19% | -$85.9K | 0.01% | 386 |
|
|
2021
Q3 | $443K | Buy |
+6,112
| New | +$443K | 0.01% | 377 |
|
|
2021
Q2 | – | Sell |
-2,732
| Closed | -$203K | – | 574 |
|
|
2021
Q1 | $203K | Buy |
+2,732
| New | +$203K | ﹤0.01% | 672 |
|
|
2020
Q2 | – | Sell |
-7,976
| Closed | -$438K | – | 451 |
|
|
2020
Q1 | $438K | Buy |
+7,976
| New | +$438K | 0.02% | 315 |
|
|
2019
Q1 | – | Sell |
-379
| Closed | -$28K | – | 574 |
|
|
2018
Q4 | $28K | Buy |
+379
| New | +$28K | ﹤0.01% | 273 |
|