Abundance Wealth Counselors’s Diamond Hill DHIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$738K Buy
5,075
+187
+4% +$27.2K 0.14% 111
2025
Q1
$698K Buy
4,888
+310
+7% +$44.3K 0.15% 104
2024
Q4
$710K Buy
4,578
+18
+0.4% +$2.79K 0.15% 102
2024
Q3
$737K Buy
4,560
+430
+10% +$69.5K 0.15% 102
2024
Q2
$581K Buy
4,130
+641
+18% +$90.2K 0.27% 56
2024
Q1
$538K Buy
3,489
+351
+11% +$54.1K 0.12% 100
2023
Q4
$520K Buy
3,138
+517
+20% +$85.7K 0.14% 99
2023
Q3
$442K Buy
2,621
+272
+12% +$45.9K 0.13% 97
2023
Q2
$402K Buy
2,349
+30
+1% +$5.13K 0.21% 50
2023
Q1
$382K Buy
+2,319
New +$382K 0.1% 110