Wellesley Investment Partners’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,394
| Closed | -$707K | – | 128 |
|
|
2018
Q3 | $707K | Buy |
10,394
+1,355
| +15% | +$92.2K | 0.23% | 72 |
|
|
2018
Q2 | $689K | Buy |
9,039
+35
| +0.4% | +$2.67K | 0.24% | 71 |
|
|
2018
Q1 | $654K | Buy |
9,004
+133
| +1% | +$9.66K | 0.24% | 71 |
|
|
2017
Q4 | $646K | Buy |
8,871
+1,467
| +20% | +$107K | 0.24% | 70 |
|
|
2017
Q3 | $548K | Sell |
7,404
-90
| -1% | -$6.66K | 0.22% | 76 |
|
|
2017
Q2 | $621K | Buy |
7,494
+606
| +9% | +$50.2K | 0.26% | 69 |
|
|
2017
Q1 | $593K | Buy |
+6,888
| New | +$593K | 0.26% | 69 |
|