Cornerstone Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$470K Sell
2025
Q2
$532K Sell
2025
Q1
$554K Buy
2024
Q4
$548K Buy
2024
Q3
$501K Buy
2024
Q2
$493K Sell
2024
Q1
$535K Sell
2023
Q4
$636K Sell
2023
Q3
$947K Buy
2023
Q2
$829K Sell
2023
Q1
$796K Buy
2022
Q3
$541K Buy
2022
Q2
$628K Buy
2022
Q1
$622K Buy
2021
Q4
$571K Sell
2021
Q3
$578K Buy
2021
Q2
$568K Buy
2021
Q1
$402K Buy