FVWA
Foster Victor Wealth Advisors’s Blue Owl Capital OWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
654,566
+30,058
| +5% | +$584K | 0.86% | 54 |
|
|
2025
Q1 | $10.6M | Buy |
624,508
+132,586
| +27% | +$2.26M | 0.85% | 55 |
|
|
2024
Q4 | $11.9M | Sell |
491,922
-246,376
| -33% | -$5.98M | 0.91% | 50 |
|
|
2024
Q3 | $15.3M | Buy |
738,298
+33,122
| +5% | +$686K | 1.22% | 24 |
|
|
2024
Q2 | $13M | Buy |
705,176
+77,253
| +12% | +$1.42M | 1.08% | 34 |
|
|
2024
Q1 | $11.8M | Buy |
627,923
+207,248
| +49% | +$3.91M | 1.08% | 43 |
|
|
2023
Q4 | $6.29M | Buy |
420,675
+99,760
| +31% | +$1.49M | 0.64% | 60 |
|
|
2023
Q3 | $4.38M | Buy |
+320,915
| New | +$4.38M | 0.51% | 67 |
|