Venturi Wealth Management’s Blue Owl Capital OWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-148	Closed	-$3.44K	–	1438
2024 Q4	$3.44K	Buy	148 +63	+74%	+$1.47K	﹤0.01%	1784
2024 Q3	$1.65K	Sell	85 -199	-70%	-$3.85K	﹤0.01%	1696
2024 Q2	$5.04K	Sell	284 -100	-26%	-$1.78K	﹤0.01%	1233
2024 Q1	$7.24K	Buy	+384	New	+$7.24K	﹤0.01%	1001