EWM
Evercore Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,775
| Closed | -$521K | – | 414 |
|
|
2023
Q2 | $521K | Sell |
10,775
-61
| -0.6% | -$2.95K | 0.01% | 275 |
|
|
2023
Q1 | $548K | Buy |
10,836
+61
| +0.6% | +$3.09K | 0.01% | 266 |
|
|
2022
Q4 | $663K | Buy |
+10,775
| New | +$663K | 0.01% | 247 |
|
|
2019
Q2 | – | Sell |
-6,540
| Closed | -$207K | – | 413 |
|
|
2019
Q1 | $207K | Buy |
+6,540
| New | +$207K | 0.01% | 394 |
|
|
2018
Q4 | – | Sell |
-11,306
| Closed | -$452K | – | 378 |
|
|
2018
Q3 | $452K | Sell |
11,306
-4,020
| -26% | -$161K | 0.01% | 286 |
|
|
2018
Q2 | $674K | Buy |
15,326
+5,880
| +62% | +$259K | 0.02% | 241 |
|
|
2018
Q1 | $300K | Sell |
9,446
-42,907
| -82% | -$1.36M | 0.01% | 298 |
|
|
2017
Q4 | $2.17M | Sell |
52,353
-2,400
| -4% | -$99.3K | 0.08% | 129 |
|
|
2017
Q3 | $2.01M | Sell |
54,753
-10,800
| -16% | -$396K | 0.08% | 136 |
|
|
2017
Q2 | $2.1M | Sell |
65,553
-28,500
| -30% | -$911K | 0.08% | 131 |
|
|
2017
Q1 | $3.92M | Buy |
94,053
+330
| +0.4% | +$13.8K | 0.15% | 98 |
|
|
2016
Q4 | $4.28M | Buy |
93,723
+13,845
| +17% | +$632K | 0.18% | 94 |
|
|
2016
Q3 | $3.52M | Buy |
79,878
+14,429
| +22% | +$637K | 0.15% | 104 |
|
|
2016
Q2 | $2.37M | Buy |
65,449
+53,896
| +467% | +$1.95M | 0.1% | 118 |
|
|
2016
Q1 | $317K | Sell |
11,553
-21,578
| -65% | -$592K | 0.01% | 297 |
|
|
2015
Q4 | $1.06M | Sell |
33,131
-6,271
| -16% | -$201K | 0.05% | 178 |
|
|
2015
Q3 | $1.46M | Sell |
39,402
-38,570
| -49% | -$1.43M | 0.07% | 151 |
|
|
2015
Q2 | $4.64M | Sell |
77,972
-325
| -0.4% | -$19.3K | 0.21% | 97 |
|
|
2015
Q1 | $4.72M | Buy |
78,297
+19,814
| +34% | +$1.19M | 0.22% | 99 |
|
|
2014
Q4 | $3.58M | Buy |
58,483
+18,150
| +45% | +$1.11M | 0.18% | 100 |
|
|
2014
Q3 | $2.75M | Sell |
40,333
-23
| -0.1% | -$1.57K | 0.14% | 124 |
|
|
2014
Q2 | $3.21M | Sell |
40,356
-2,445
| -6% | -$194K | 0.17% | 111 |
|
|
2014
Q1 | $2.86M | Sell |
42,801
-1,255
| -3% | -$83.9K | 0.16% | 117 |
|
|
2013
Q4 | $2.73M | Sell |
44,056
-3,042
| -6% | -$188K | 0.15% | 126 |
|
|
2013
Q3 | $2.72M | Sell |
47,098
-10,184
| -18% | -$588K | 0.16% | 139 |
|
|
2013
Q2 | $2.98M | Buy |
+57,282
| New | +$2.98M | 0.17% | 131 |
|