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EP Wealth Advisors’s Diamondback Energy FANG Stock Holding History

EP Wealth Advisors’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$370K Buy
2,690
+160
+6% +$22K ﹤0.01% 913
2025
Q1 		$404K Sell
2,530
-156
-6% -$24.9K ﹤0.01% 785
2024
Q4 		$440K Sell
2,686
-2,771
-51% -$454K ﹤0.01% 731
2024
Q3 		$941K Buy
+5,457
New +$941K 0.01% 513