Visionary Wealth Advisors’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 | $478K | Sell |
33,316
-2,921
| -8% | -$41.9K | 0.02% | 370 |
|
2025
Q1 | $531K | Buy |
36,237
+609
| +2% | +$8.93K | 0.03% | 340 |
|
2024
Q4 | $539K | Buy |
35,628
+7,710
| +28% | +$117K | 0.03% | 340 |
|
2024
Q3 | $407K | Buy |
27,918
+2,382
| +9% | +$34.7K | 0.02% | 375 |
|
2024
Q2 | $392K | Buy |
25,536
+61
| +0.2% | +$937 | 0.03% | 365 |
|
2024
Q1 | $392K | Hold |
25,475
| – | – | 0.03% | 364 |
|
2023
Q4 | $376K | Sell |
25,475
-500
| -2% | -$7.38K | 0.03% | 359 |
|
2023
Q3 | $360K | Sell |
25,975
-2,477
| -9% | -$34.3K | 0.03% | 343 |
|
2023
Q2 | $382K | Sell |
28,452
-1,215
| -4% | -$16.3K | 0.03% | 329 |
|
2023
Q1 | $374K | Buy |
29,667
+252
| +0.9% | +$3.18K | 0.03% | 315 |
|
2022
Q4 | $340K | Sell |
29,415
-2,815
| -9% | -$32.5K | 0.03% | 298 |
|
2022
Q3 | $334K | Buy |
32,230
+2,925
| +10% | +$30.3K | 0.03% | 276 |
|
2022
Q2 | $361K | Buy |
29,305
+1,755
| +6% | +$21.6K | 0.03% | 293 |
|
2022
Q1 | $407K | Buy |
27,550
+5,140
| +23% | +$75.9K | 0.03% | 284 |
|
2021
Q4 | $317K | Buy |
22,410
+1,000
| +5% | +$14.1K | 0.03% | 286 |
|
2021
Q3 | $302K | Buy |
+21,410
| New | +$302K | 0.03% | 248 |
|