Whittier Trust’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.3K | Sell |
366
-40
| -10% | -$2.88K | ﹤0.01% | 1068 |
|
2025
Q1 | $33.7K | Sell |
406
-83
| -17% | -$6.88K | ﹤0.01% | 1005 |
|
2024
Q4 | $42.1K | Buy |
489
+323
| +195% | +$27.8K | ﹤0.01% | 963 |
|
2024
Q3 | $17.2K | Hold |
166
| – | – | ﹤0.01% | 1145 |
|
2024
Q2 | $14.9K | Buy |
+166
| New | +$14.9K | ﹤0.01% | 1164 |
|
2024
Q1 | – | Sell |
-31
| Closed | -$2.68K | – | 1546 |
|
2023
Q4 | $2.68K | Sell |
31
-39
| -56% | -$3.37K | ﹤0.01% | 1382 |
|
2023
Q3 | $5.21K | Buy |
70
+39
| +126% | +$2.9K | ﹤0.01% | 1373 |
|
2023
Q2 | $2.95K | Hold |
31
| – | – | ﹤0.01% | 1423 |
|
2023
Q1 | $2.92K | Hold |
31
| – | – | ﹤0.01% | 1456 |
|
2022
Q4 | $2.53K | Sell |
31
-4
| -11% | -$326 | ﹤0.01% | 1468 |
|
2022
Q3 | $2K | Sell |
35
-70
| -67% | -$4K | ﹤0.01% | 1569 |
|
2022
Q2 | $7K | Buy |
105
+70
| +200% | +$4.67K | ﹤0.01% | 1382 |
|
2022
Q1 | $3K | Buy |
35
+4
| +13% | +$343 | ﹤0.01% | 1533 |
|
2021
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 1510 |
|
2021
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 1427 |
|
2021
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 1458 |
|
2021
Q1 | $2K | Sell |
31
-66
| -68% | -$4.26K | ﹤0.01% | 1451 |
|
2020
Q4 | $6K | Hold |
97
| – | – | ﹤0.01% | 1220 |
|
2020
Q3 | $5K | Hold |
97
| – | – | ﹤0.01% | 1236 |
|
2020
Q2 | $6K | Hold |
97
| – | – | ﹤0.01% | 1140 |
|
2020
Q1 | $6K | Buy |
97
+7
| +8% | +$433 | ﹤0.01% | 1194 |
|
2019
Q4 | $7K | Sell |
90
-75
| -45% | -$5.83K | ﹤0.01% | 1187 |
|
2019
Q3 | $13K | Buy |
165
+81
| +96% | +$6.38K | ﹤0.01% | 1096 |
|
2019
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 1120 |
|
2019
Q1 | $6K | Buy |
84
+9
| +12% | +$643 | ﹤0.01% | 1117 |
|
2018
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 1167 |
|
2018
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 1119 |
|
2018
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 1077 |
|
2018
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 1141 |
|
2017
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 1124 |
|
2017
Q3 | $6K | Sell |
75
-6
| -7% | -$480 | ﹤0.01% | 1113 |
|
2017
Q2 | $7K | Sell |
81
-1,054
| -93% | -$91.1K | ﹤0.01% | 1045 |
|
2017
Q1 | $98K | Buy |
1,135
+1,060
| +1,413% | +$91.5K | ﹤0.01% | 590 |
|
2016
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 1030 |
|
2016
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 1026 |
|
2016
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 1044 |
|
2016
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 1021 |
|
2015
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 1022 |
|
2015
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 1032 |
|
2015
Q2 | $5K | Sell |
75
-113
| -60% | -$7.53K | ﹤0.01% | 1086 |
|
2015
Q1 | $15K | Buy |
188
+113
| +151% | +$9.02K | ﹤0.01% | 943 |
|
2014
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 936 |
|
2014
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 936 |
|
2014
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 940 |
|
2014
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 961 |
|
2013
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 950 |
|
2013
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 970 |
|
2013
Q2 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 972 |
|