Heritage Wealth Management (Ohio)’s Diamondback Energy FANG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$599K	Sell	4,360 -495	-10%	-$68K	0.19%	120
2025 Q1	$776K	Buy	4,855 +125	+3%	+$20K	0.26%	101
2024 Q4	$775K	Sell	4,730 -100	-2%	-$16.4K	0.26%	101
2024 Q3	$833K	Buy	4,830 +85	+2%	+$14.7K	0.27%	97
2024 Q2	$966K	Buy	+4,745	New	+$966K	0.32%	81