Perigon Wealth Management’s Blue Owl Capital OBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
29,160
-1,275
| -4% | -$18.3K | 0.01% | 732 |
|
|
2025
Q1 | $446K | Buy |
30,435
+1,353
| +5% | +$19.8K | 0.01% | 670 |
|
|
2024
Q4 | $433K | Buy |
29,082
+3,619
| +14% | +$53.9K | 0.01% | 678 |
|
|
2024
Q3 | $371K | Buy |
25,463
+1,727
| +7% | +$25.2K | 0.01% | 709 |
|
|
2024
Q2 | $365K | Buy |
23,736
+1,195
| +5% | +$18.4K | 0.01% | 622 |
|
|
2024
Q1 | $347K | Buy |
22,541
+20
| +0.1% | +$308 | 0.01% | 639 |
|
|
2023
Q4 | $332K | Buy |
22,521
+8,184
| +57% | +$121K | 0.01% | 617 |
|
|
2023
Q3 | $199K | Buy |
14,337
+294
| +2% | +$4.07K | 0.01% | 735 |
|
|
2023
Q2 | $188K | Buy |
+14,043
| New | +$188K | 0.01% | 736 |
|