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MWM
Mascoma Wealth Management’s
Devon Energy
DVN
Stock Holding History
Mascoma Wealth Management’s Portfolio
DVN Stock Details
DVN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-150
Closed
-$4.77K
–
467
2025
Q2
$4.77K
Hold
150
–
–
﹤0.01%
384
2025
Q1
$5.61K
Hold
150
–
–
﹤0.01%
389
2024
Q4
$4.91K
Hold
150
–
–
﹤0.01%
408
2024
Q3
$5.87K
Hold
150
–
–
﹤0.01%
373
2024
Q2
$7.11K
Buy
+150
New
+$7.46K
﹤0.01%
371
2022
Q2
–
Sell
-22
Closed
-$1K
–
614
2022
Q1
$1K
Hold
22
–
–
﹤0.01%
568
2021
Q4
$1K
Buy
+22
New
+$915
﹤0.01%
512
2017
Q2
–
Sell
-1,057
Closed
-$44K
–
418
2017
Q1
$44K
Sell
1,057
-185
-15%
-$8.13K
0.03%
149
2016
Q4
$57K
Buy
+1,242
New
+$54.8K
0.04%
134
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$218B AUM
29.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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