JIC
Joel Isaacson & Co’s Blue Owl Capital OWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
53,911
+10,434
| +24% | +$200K | 0.04% | 169 |
|
|
2025
Q1 | $871K | Buy |
43,477
+44
| +0.1% | +$882 | 0.04% | 166 |
|
|
2024
Q4 | $1.01M | Buy |
43,433
+17,629
| +68% | +$410K | 0.05% | 149 |
|
|
2024
Q3 | $500K | Sell |
25,804
-7,000
| -21% | -$136K | 0.02% | 215 |
|
|
2024
Q2 | $582K | Buy |
32,804
+604
| +2% | +$10.7K | 0.03% | 193 |
|
|
2024
Q1 | $607K | Buy |
32,200
+6,500
| +25% | +$123K | 0.03% | 189 |
|
|
2023
Q4 | $383K | Hold |
25,700
| – | – | 0.02% | 225 |
|
|
2023
Q3 | $333K | Hold |
25,700
| – | – | 0.02% | 236 |
|
|
2023
Q2 | $299K | Hold |
25,700
| – | – | 0.02% | 255 |
|
|
2023
Q1 | $285K | Hold |
25,700
| – | – | 0.02% | 264 |
|
|
2022
Q4 | $272K | Sell |
25,700
-600
| -2% | -$6.36K | 0.02% | 265 |
|
|
2022
Q3 | $243K | Hold |
26,300
| – | – | 0.02% | 261 |
|
|
2022
Q2 | $264K | Buy |
+26,300
| New | +$264K | 0.02% | 256 |
|