Williams Jones Wealth Management’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
Q3
$639K Sell
2025
Q2
$1.07M Sell
2025
Q1
$1.45M Sell
2024
Q4
$1.77M Buy
2024
Q3
$1.28M Buy
2024
Q2
$1.38M Sell
2024
Q1
$1.45M Sell
2023
Q4
$1.55M Sell
2023
Q3
$1.67M Sell
2023
Q2
$3.28M Sell
2023
Q1
$3.55M Buy
2022
Q4
$3.23M Buy
2022
Q3
$2.38M Buy
2022
Q2
$1.07M Buy
2022
Q1
$709K Buy
2021
Q4
$326K Sell
2021
Q3
$368K Sell
2021
Q2
$367K Buy
2021
Q1
$287K Buy
2020
Q2
Sell
2020
Q1
$223K Sell
2019
Q4
$1.35M Sell
2019
Q3
$3.31M Buy