Williams Jones Wealth Management’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
$287K Sell
3,993
-17
-0.4% -$1.22K ﹤0.01% 425
2025
Q1
$332K Hold
4,010
﹤0.01% 394
2024
Q4
$345K Hold
4,010
﹤0.01% 395
2024
Q3
$415K Hold
4,010
﹤0.01% 388
2024
Q2
$360K Buy
4,010
+153
+4% +$13.7K ﹤0.01% 388
2024
Q1
$373K Sell
3,857
-590
-13% -$57.1K ﹤0.01% 398
2023
Q4
$385K Sell
4,447
-69
-2% -$5.97K 0.01% 386
2023
Q3
$336K Sell
4,516
-100
-2% -$7.45K 0.01% 401
2023
Q2
$439K Hold
4,616
0.01% 375
2023
Q1
$435K Buy
4,616
+99
+2% +$9.34K 0.01% 395
2022
Q4
$368K Sell
4,517
-79
-2% -$6.44K 0.01% 411
2022
Q3
$290K Sell
4,596
-506
-10% -$31.9K 0.01% 445
2022
Q2
$325K Buy
+5,102
New +$325K 0.01% 441