ZAM
Zevin Asset Management’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,600
| Closed | -$269K | – | 88 |
|
|
2024
Q3 | $269K | Hold |
2,600
| – | – | 0.04% | 68 |
|
|
2024
Q2 | $233K | Hold |
2,600
| – | – | 0.04% | 67 |
|
|
2024
Q1 | $252K | Hold |
2,600
| – | – | 0.04% | 70 |
|
|
2023
Q4 | $225K | Buy |
+2,600
| New | +$225K | 0.04% | 83 |
|
|
2023
Q3 | – | Sell |
-2,600
| Closed | -$247K | – | 91 |
|
|
2023
Q2 | $247K | Hold |
2,600
| – | – | 0.05% | 66 |
|
|
2023
Q1 | $245K | Hold |
2,600
| – | – | 0.05% | 66 |
|
|
2022
Q4 | $212K | Buy |
+2,600
| New | +$212K | 0.05% | 69 |
|
|
2022
Q2 | – | Sell |
-2,600
| Closed | -$221K | – | 90 |
|
|
2022
Q1 | $221K | Buy |
+2,600
| New | +$221K | 0.04% | 82 |
|
|
2021
Q4 | – | Sell |
-2,775
| Closed | -$201K | – | 100 |
|
|
2021
Q3 | $201K | Hold |
2,775
| – | – | 0.04% | 96 |
|
|
2021
Q2 | $222K | Hold |
2,775
| – | – | 0.04% | 95 |
|
|
2021
Q1 | $206K | Buy |
+2,775
| New | +$206K | 0.05% | 88 |
|