AWM
Affinity Wealth Management’s Blue Owl Capital OWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
13,428
+229
| +2% | +$4.4K | 0.04% | 89 |
|
|
2025
Q1 | $265K | Buy |
13,199
+296
| +2% | +$5.93K | 0.05% | 79 |
|
|
2024
Q4 | $300K | Sell |
12,903
-444
| -3% | -$10.3K | 0.05% | 76 |
|
|
2024
Q3 | $258K | Buy |
13,347
+675
| +5% | +$13.1K | 0.05% | 94 |
|
|
2024
Q2 | $225K | Hold |
12,672
| – | – | 0.04% | 96 |
|
|
2024
Q1 | $239K | Hold |
12,672
| – | – | 0.04% | 92 |
|
|
2023
Q4 | $189K | Buy |
+12,672
| New | +$189K | 0.04% | 100 |
|