WMP
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Wealth Management Partners’s Devon Energy DVN Stock Holding History

Wealth Management Partners’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,432
Closed -$213K – 116
2024
Q3 		$213K Sell
5,432
-645
-11% -$28.4K 0.1% 107
2024
Q2 		$288K Sell
6,077
-250
-4% -$12.4K 0.14% 87
2024
Q1 		$317K Sell
6,327
-696
-10% -$30.9K 0.16% 92
2023
Q4 		$318K Sell
7,023
-2,293
-25% -$105K 0.18% 89
2023
Q3 		$444K Sell
9,316
-366
-4% -$18.4K 0.28% 67
2023
Q2 		$468K Buy
9,682
+656
+7% +$33K 0.29% 65
2023
Q1 		$457K Buy
9,026
+5,026
+126% +$286K 0.32% 66
2022
Q4 		$260K Buy
+4,000
New +$273K 0.22% 82

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