Waypoint Wealth Counsel’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
+7,797
New +$248K 0.12% 144
2023
Q2
Sell
-5,759
Closed -$291K 91
2023
Q1
$291K Sell
5,759
-14
-0.2% -$709 0.23% 68
2022
Q4
$355K Buy
+5,773
New +$355K 0.29% 65