Whalen 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
2024 Q2	–	Sell	-28,744	Closed	-$542K	–	131
2024 Q1	$542K	Buy	28,744 +1,098	+4%	+$20.7K	0.4%	42
2023 Q4	$412K	Buy	+27,646	New	+$412K	0.37%	73