AWM
Accurate Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
38,675
+9,866
| +34% | +$335K | 0.2% | 125 |
|
|
2025
Q1 | $813K | Sell |
28,809
-2,426
| -8% | -$68.5K | 0.16% | 142 |
|
|
2024
Q4 | $1.12M | Sell |
31,235
-1,710
| -5% | -$61.5K | 0.22% | 110 |
|
|
2024
Q3 | $1.36M | Buy |
32,945
+1,294
| +4% | +$53.3K | 0.27% | 93 |
|
|
2024
Q2 | $1.52M | Buy |
31,651
+1,809
| +6% | +$86.9K | 0.36% | 71 |
|
|
2024
Q1 | $1.55M | Buy |
29,842
+17,654
| +145% | +$915K | 0.45% | 62 |
|
|
2023
Q4 | $531K | Sell |
12,188
-1,262
| -9% | -$55K | 0.17% | 128 |
|
|
2023
Q3 | $671K | Buy |
13,450
+90
| +0.7% | +$4.49K | 0.21% | 106 |
|
|
2023
Q2 | $653K | Sell |
13,360
-1,707
| -11% | -$83.5K | 0.2% | 108 |
|
|
2023
Q1 | $804K | Buy |
15,067
+10,296
| +216% | +$550K | 0.28% | 86 |
|
|
2022
Q4 | $301K | Sell |
4,771
-636
| -12% | -$40.2K | 0.11% | 161 |
|
|
2022
Q3 | $374K | Buy |
+5,407
| New | +$374K | 0.16% | 117 |
|