Marietta Wealth Management’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-123,668
| Closed | -$4.84M | – | 110 |
|
|
2024
Q3 | $4.84M | Buy |
123,668
+10,705
| +9% | +$419K | 0.7% | 63 |
|
|
2024
Q2 | $5.35M | Buy |
112,963
+6,648
| +6% | +$315K | 0.83% | 54 |
|
|
2024
Q1 | $5.33M | Buy |
106,315
+14,561
| +16% | +$731K | 0.88% | 51 |
|
|
2023
Q4 | $4.16M | Sell |
91,754
-9,071
| -9% | -$411K | 0.74% | 62 |
|
|
2023
Q3 | $4.81M | Buy |
100,825
+6,740
| +7% | +$321K | 0.96% | 49 |
|
|
2023
Q2 | $4.55M | Buy |
94,085
+11,721
| +14% | +$567K | 0.86% | 55 |
|
|
2023
Q1 | $4.17M | Buy |
82,364
+9,103
| +12% | +$461K | 0.89% | 54 |
|
|
2022
Q4 | $4.51M | Buy |
73,261
+5,461
| +8% | +$336K | 1.02% | 48 |
|
|
2022
Q3 | $4.08M | Buy |
67,800
+576
| +0.9% | +$34.6K | 1.02% | 43 |
|
|
2022
Q2 | $3.71M | Sell |
67,224
-2,535
| -4% | -$140K | 0.9% | 51 |
|
|
2022
Q1 | $4.13M | Buy |
69,759
+19,925
| +40% | +$1.18M | 0.86% | 53 |
|
|
2021
Q4 | $2.2M | Buy |
+49,834
| New | +$2.2M | 0.44% | 79 |
|