WE
Wealth Effects’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
33,858
-2,449
| -7% | -$77.9K | 0.4% | 54 |
|
|
2025
Q1 | $1.36M | Buy |
36,307
+5,875
| +19% | +$220K | 0.57% | 40 |
|
|
2024
Q4 | $996K | Buy |
30,432
+19,759
| +185% | +$647K | 0.35% | 58 |
|
|
2024
Q3 | $418K | Buy |
10,673
+3,408
| +47% | +$133K | 0.15% | 126 |
|
|
2024
Q2 | $344K | Sell |
7,265
-5,539
| -43% | -$263K | 0.12% | 133 |
|
|
2024
Q1 | $643K | Sell |
12,804
-3,802
| -23% | -$191K | 0.24% | 87 |
|
|
2023
Q4 | $752K | Buy |
16,606
+1,122
| +7% | +$50.8K | 0.28% | 81 |
|
|
2023
Q3 | $739K | Sell |
15,484
-8,641
| -36% | -$412K | 0.36% | 61 |
|
|
2023
Q2 | $1.17M | Buy |
24,125
+140
| +0.6% | +$6.77K | 0.51% | 44 |
|
|
2023
Q1 | $1.21M | Buy |
23,985
+7,100
| +42% | +$359K | 0.62% | 37 |
|
|
2022
Q4 | $1.04M | Buy |
16,885
+423
| +3% | +$26K | 0.59% | 38 |
|
|
2022
Q3 | $990K | Buy |
16,462
+8,232
| +100% | +$495K | 0.61% | 40 |
|
|
2022
Q2 | $454K | Buy |
8,230
+2,480
| +43% | +$137K | 0.27% | 87 |
|
|
2022
Q1 | $340K | Buy |
+5,750
| New | +$340K | 0.16% | 130 |
|