AEPWM
Atlantic Edge Private Wealth Management’s D.R. Horton DHI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.01M | Sell |
15,622
-19
| -0.1% | -$2.45K | 0.55% | 46 |
|
2025
Q1 | $1.99M | Sell |
15,641
-310
| -2% | -$39.4K | 0.61% | 46 |
|
2024
Q4 | $2.23M | Sell |
15,951
-55
| -0.3% | -$7.69K | 0.69% | 39 |
|
2024
Q3 | $3.05M | Buy |
16,006
+390
| +2% | +$74.4K | 0.93% | 25 |
|
2024
Q2 | $2.2M | Buy |
15,616
+191
| +1% | +$26.9K | 0.74% | 30 |
|
2024
Q1 | $2.54M | Buy |
15,425
+600
| +4% | +$98.7K | 0.87% | 27 |
|
2023
Q4 | $2.25M | Buy |
+14,825
| New | +$2.25M | 0.92% | 28 |
|