Wealth Management Associates’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 |
+7,800
| New | +$248K | 0.1% | 188 |
|
|
2023
Q2 | – | Sell |
-7,008
| Closed | -$355K | – | 194 |
|
|
2023
Q1 | $355K | Buy |
7,008
+6
| +0.1% | +$304 | 0.22% | 103 |
|
|
2022
Q4 | $431K | Buy |
7,002
+1,891
| +37% | +$116K | 0.29% | 81 |
|
|
2022
Q3 | $307K | Buy |
5,111
+1,117
| +28% | +$67.2K | 0.22% | 124 |
|
|
2022
Q2 | $220K | Buy |
+3,994
| New | +$220K | 0.15% | 156 |
|