BIM
Barton Investment Management’s Blue Owl Capital OWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6M | Sell |
1,906,744
-50
| -0% | -$961 | 3.8% | 4 |
|
|
2025
Q1 | $38.2M | Buy |
1,906,794
+76,575
| +4% | +$1.53M | 4.69% | 4 |
|
|
2024
Q4 | $42.6M | Sell |
1,830,219
-4,586
| -0.2% | -$107K | 4.52% | 5 |
|
|
2024
Q3 | $35.5M | Buy |
1,834,805
+20,165
| +1% | +$390K | 4.44% | 5 |
|
|
2024
Q2 | $32.2M | Buy |
1,814,640
+13,855
| +0.8% | +$246K | 4.28% | 6 |
|
|
2024
Q1 | $34M | Buy |
1,800,785
+135,015
| +8% | +$2.55M | 4.12% | 7 |
|
|
2023
Q4 | $24.8M | Buy |
1,665,770
+109,412
| +7% | +$1.63M | 3.25% | 9 |
|
|
2023
Q3 | $20.2M | Buy |
1,556,358
+147,728
| +10% | +$1.91M | 3.26% | 9 |
|
|
2023
Q2 | $16.4M | Buy |
1,408,630
+242,240
| +21% | +$2.82M | 2.46% | 11 |
|
|
2023
Q1 | $12.9M | Buy |
1,166,390
+760,085
| +187% | +$8.42M | 2.27% | 11 |
|
|
2022
Q4 | $4.31M | Buy |
406,305
+376,305
| +1,254% | +$3.99M | 0.85% | 18 |
|
|
2022
Q3 | $277K | Hold |
30,000
| – | – | 0.06% | 40 |
|
|
2022
Q2 | $301K | Hold |
30,000
| – | – | 0.06% | 39 |
|
|
2022
Q1 | $380K | Hold |
30,000
| – | – | 0.05% | 40 |
|
|
2021
Q4 | $447K | Hold |
30,000
| – | – | 0.04% | 38 |
|
|
2021
Q3 | $467K | Hold |
30,000
| – | – | 0.04% | 34 |
|
|
2021
Q2 | $386K | Buy |
+30,000
| New | +$386K | 0.03% | 38 |
|