MWM
Moran Wealth Management’s Diamondback Energy FANG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.87M | Sell |
28,140
-1,090
| -4% | -$150K | 0.12% | 216 |
|
2025
Q1 | $4.67M | Buy |
29,230
+3,188
| +12% | +$510K | 0.16% | 185 |
|
2024
Q4 | $4.27M | Buy |
26,042
+278
| +1% | +$45.5K | 0.14% | 183 |
|
2024
Q3 | $4.44M | Sell |
25,764
-3,564
| -12% | -$614K | 0.14% | 182 |
|
2024
Q2 | $5.87M | Buy |
29,328
+2,903
| +11% | +$581K | 0.19% | 152 |
|
2024
Q1 | $5.24M | Buy |
26,425
+5,758
| +28% | +$1.14M | 0.17% | 169 |
|
2023
Q4 | $3.21M | Buy |
20,667
+3,166
| +18% | +$491K | 0.11% | 216 |
|
2023
Q3 | $2.71M | Buy |
17,501
+7,651
| +78% | +$1.18M | 0.1% | 197 |
|
2023
Q2 | $1.29M | Buy |
+9,850
| New | +$1.29M | 0.05% | 242 |
|