Mount Yale Investment Advisors’s Diamondback Energy FANG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$241K Sell
2025
Q2
$759K Buy
2025
Q1
$817K Buy
2024
Q4
$319K Sell
2024
Q3
$760K Buy
2024
Q2
$683K Sell
2024
Q1
$875K Buy
2018
Q2
Sell
2018
Q1
$187K Buy