TCWA
Turtle Creek 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 | $21.1M | Sell |
1,098,663
-5,858
| -0.5% | -$113K | 2.49% | 6 |
|
|
2025
Q1 | $22.1M | Buy |
1,104,521
+328
| +0% | +$6.57K | 3.3% | 5 |
|
|
2024
Q4 | $25.7M | Buy |
1,104,193
+436,822
| +65% | +$10.2M | 5.92% | 2 |
|
|
2024
Q3 | $12.9M | Buy |
667,371
+1,000
| +0.2% | +$19.4K | 2.59% | 7 |
|
|
2024
Q2 | $11.8M | Hold |
666,371
| – | – | 2.74% | 6 |
|
|
2024
Q1 | $12.6M | Hold |
666,371
| – | – | 3.08% | 4 |
|
|
2023
Q4 | $9.93M | Buy |
+666,371
| New | +$9.93M | 2.92% | 5 |
|