AWM
Adams Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.99M | Buy |
79,865
+3,724
| +5% | +$139K | 0.59% | 41 |
|
|
2024
Q4 | $2.49M | Buy |
76,141
+15,999
| +27% | +$524K | 0.48% | 50 |
|
|
2024
Q3 | $2.35M | Buy |
60,142
+8,316
| +16% | +$325K | 0.5% | 44 |
|
|
2024
Q2 | $2.46M | Buy |
51,826
+3,513
| +7% | +$167K | 0.57% | 39 |
|
|
2024
Q1 | $2.42M | Buy |
48,313
+12,413
| +35% | +$623K | 0.59% | 37 |
|
|
2023
Q4 | $1.63M | Buy |
35,900
+7,529
| +27% | +$341K | 0.48% | 44 |
|
|
2023
Q3 | $1.35M | Buy |
28,371
+3,220
| +13% | +$154K | 0.46% | 35 |
|
|
2023
Q2 | $1.22M | Buy |
25,151
+3,111
| +14% | +$150K | 0.38% | 43 |
|
|
2023
Q1 | $1.12M | Buy |
22,040
+7,737
| +54% | +$392K | 0.36% | 39 |
|
|
2022
Q4 | $880K | Sell |
14,303
-6,095
| -30% | -$375K | 0.31% | 40 |
|
|
2022
Q3 | $1.23M | Buy |
20,398
+1,194
| +6% | +$71.8K | 0.46% | 24 |
|
|
2022
Q2 | $1.06M | Buy |
19,204
+1,124
| +6% | +$61.9K | 0.4% | 18 |
|
|
2022
Q1 | $1.07M | Sell |
18,080
-3,141
| -15% | -$186K | 0.35% | 20 |
|
|
2021
Q4 | $935K | Sell |
21,221
-34
| -0.2% | -$1.5K | 0.27% | 26 |
|
|
2021
Q3 | $755K | Buy |
21,255
+785
| +4% | +$27.9K | 0.29% | 32 |
|
|
2021
Q2 | $598K | Sell |
20,470
-4,172
| -17% | -$122K | 0.26% | 39 |
|
|
2021
Q1 | $538K | Buy |
24,642
+36
| +0.1% | +$786 | 0.25% | 42 |
|
|
2020
Q4 | $389K | Sell |
24,606
-221
| -0.9% | -$3.49K | 0.24% | 41 |
|
|
2020
Q3 | $235K | Buy |
24,827
+1,972
| +9% | +$18.7K | 0.18% | 52 |
|
|
2020
Q2 | $259K | Buy |
+22,855
| New | +$259K | 0.26% | 51 |
|