Appleton Partners’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,372
| Closed | -$262K | – | 257 |
|
|
2024
Q3 | $262K | Sell |
1,372
-283
| -17% | -$54K | 0.02% | 232 |
|
|
2024
Q2 | $233K | Sell |
1,655
-35,245
| -96% | -$4.96M | 0.02% | 243 |
|
|
2024
Q1 | $6.07M | Sell |
36,900
-13,012
| -26% | -$2.14M | 0.47% | 69 |
|
|
2023
Q4 | $7.59M | Sell |
49,912
-16,220
| -25% | -$2.47M | 0.61% | 50 |
|
|
2023
Q3 | $7.11M | Sell |
66,132
-1,470
| -2% | -$158K | 0.63% | 46 |
|
|
2023
Q2 | $8.23M | Sell |
67,602
-988
| -1% | -$120K | 0.69% | 42 |
|
|
2023
Q1 | $6.7M | Sell |
68,590
-548
| -0.8% | -$53.5K | 0.6% | 47 |
|
|
2022
Q4 | $6.16M | Sell |
69,138
-6,927
| -9% | -$617K | 0.58% | 49 |
|
|
2022
Q3 | $5.12M | Sell |
76,065
-7,133
| -9% | -$480K | 0.51% | 55 |
|
|
2022
Q2 | $5.51M | Sell |
83,198
-13,362
| -14% | -$884K | 0.52% | 55 |
|
|
2022
Q1 | $7.2M | Buy |
96,560
+910
| +1% | +$67.8K | 0.59% | 52 |
|
|
2021
Q4 | $10.4M | Buy |
95,650
+9,583
| +11% | +$1.04M | 0.78% | 38 |
|
|
2021
Q3 | $7.23M | Buy |
86,067
+3,730
| +5% | +$313K | 0.6% | 49 |
|
|
2021
Q2 | $7.44M | Buy |
82,337
+4,828
| +6% | +$436K | 0.63% | 44 |
|
|
2021
Q1 | $6.91M | Buy |
77,509
+4,360
| +6% | +$389K | 0.64% | 43 |
|
|
2020
Q4 | $5.04M | Buy |
73,149
+15,769
| +27% | +$1.09M | 0.5% | 54 |
|
|
2020
Q3 | $4.34M | Buy |
57,380
+502
| +0.9% | +$38K | 0.48% | 55 |
|
|
2020
Q2 | $3.15M | Buy |
56,878
+5,687
| +11% | +$315K | 0.38% | 71 |
|
|
2020
Q1 | $1.74M | Buy |
51,191
+7,609
| +17% | +$259K | 0.24% | 94 |
|
|
2019
Q4 | $2.3M | Buy |
43,582
+4,360
| +11% | +$230K | 0.25% | 99 |
|
|
2019
Q3 | $2.07M | Buy |
39,222
+12,092
| +45% | +$637K | 0.25% | 96 |
|
|
2019
Q2 | $1.17M | Buy |
27,130
+10,870
| +67% | +$469K | 0.14% | 137 |
|
|
2019
Q1 | $673K | Buy |
16,260
+1,530
| +10% | +$63.3K | 0.09% | 159 |
|
|
2018
Q4 | $511K | Sell |
14,730
-9,410
| -39% | -$326K | 0.08% | 173 |
|
|
2018
Q3 | $1.02M | Sell |
24,140
-2,249
| -9% | -$94.8K | 0.14% | 143 |
|
|
2018
Q2 | $1.08M | Buy |
26,389
+2,850
| +12% | +$117K | 0.15% | 135 |
|
|
2018
Q1 | $1.03M | Buy |
23,539
+9,140
| +63% | +$401K | 0.16% | 136 |
|
|
2017
Q4 | $735K | Buy |
14,399
+2,105
| +17% | +$107K | 0.11% | 155 |
|
|
2017
Q3 | $491K | Buy |
+12,294
| New | +$491K | 0.08% | 168 |
|