CWP
CFM Wealth Partners’s Diamondback Energy FANG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
1,456
-4,570
| -76% | -$628K | 0.03% | 140 |
|
|
2025
Q1 | $963K | Hold |
6,026
| – | – | 0.17% | 82 |
|
|
2024
Q4 | $987K | Buy |
6,026
+907
| +18% | +$149K | 0.17% | 80 |
|
|
2024
Q3 | $883K | Buy |
5,119
+942
| +23% | +$162K | 0.15% | 83 |
|
|
2024
Q2 | $836K | Hold |
4,177
| – | – | 0.15% | 81 |
|
|
2024
Q1 | $828K | Sell |
4,177
-24
| -0.6% | -$4.76K | 0.17% | 81 |
|
|
2023
Q4 | $651K | Sell |
4,201
-8
| -0.2% | -$1.24K | 0.15% | 95 |
|
|
2023
Q3 | $652K | Buy |
4,209
+14
| +0.3% | +$2.17K | 0.17% | 86 |
|
|
2023
Q2 | $551K | Hold |
4,195
| – | – | 0.13% | 105 |
|
|
2023
Q1 | $567K | Sell |
4,195
-48
| -1% | -$6.49K | 0.15% | 99 |
|
|
2022
Q4 | $580K | Hold |
4,243
| – | – | 0.17% | 101 |
|
|
2022
Q3 | $511K | Buy |
4,243
+641
| +18% | +$77.2K | 0.16% | 94 |
|
|
2022
Q2 | $436K | Buy |
3,602
+324
| +10% | +$39.2K | 0.13% | 115 |
|
|
2022
Q1 | $449K | Buy |
+3,278
| New | +$449K | 0.11% | 120 |
|
|
2021
Q1 | – | Sell |
-4,267
| Closed | -$207K | – | 171 |
|
|
2020
Q4 | $207K | Buy |
+4,267
| New | +$207K | 0.07% | 155 |
|
|
2020
Q3 | – | Sell |
-6,607
| Closed | -$276K | – | 256 |
|
|
2020
Q2 | $276K | Sell |
6,607
-6,627
| -50% | -$277K | 0.1% | 117 |
|
|
2020
Q1 | $347K | Sell |
13,234
-1,090
| -8% | -$28.6K | 0.16% | 96 |
|
|
2019
Q4 | $1.3M | Buy |
+14,324
| New | +$1.3M | 0.48% | 45 |
|