Carson Wealth (CWM LLC)’s Blue Owl Capital OWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Buy |
3,639
+128
| +4% | +$2.46K | ﹤0.01% | 3010 |
|
|
2025
Q1 | $70K | Sell |
3,511
-1,369
| -28% | -$27.3K | ﹤0.01% | 2703 |
|
|
2024
Q4 | $114K | Buy |
4,880
+1,487
| +44% | +$34.7K | ﹤0.01% | 2197 |
|
|
2024
Q3 | $66K | Buy |
3,393
+143
| +4% | +$2.78K | ﹤0.01% | 2477 |
|
|
2024
Q2 | $58K | Buy |
3,250
+262
| +9% | +$4.68K | ﹤0.01% | 2368 |
|
|
2024
Q1 | $56K | Buy |
2,988
+1,000
| +50% | +$18.7K | ﹤0.01% | 2222 |
|
|
2023
Q4 | $30K | Hold |
1,988
| – | – | ﹤0.01% | 2516 |
|
|
2023
Q3 | $26K | Buy |
1,988
+14
| +0.7% | +$183 | ﹤0.01% | 2505 |
|
|
2023
Q2 | $23K | Buy |
1,974
+125
| +7% | +$1.46K | ﹤0.01% | 2545 |
|
|
2023
Q1 | $20K | Buy |
1,849
+44
| +2% | +$476 | ﹤0.01% | 2518 |
|
|
2022
Q4 | $19K | Buy |
1,805
+1,730
| +2,307% | +$18.2K | ﹤0.01% | 2415 |
|
|
2022
Q3 | $1K | Buy |
75
+29
| +63% | +$387 | ﹤0.01% | 3708 |
|
|
2022
Q2 | $0 | Buy |
+46
| New | – | ﹤0.01% | 3995 |
|