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Baldwin Wealth Partners’s D.R. Horton DHI Stock Holding History

Baldwin Wealth Partners’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17
Closed -$3.24K – 436
2024
Q3 		$3.24K Sell
17
-5
-23% -$879 ﹤0.01% 912
2024
Q2 		$3.1K Buy
+22
New +$3.23K ﹤0.01% 627
2018
Q2 		– Sell
-100
Closed -$4K – 512
2018
Q1 		$4K Hold
100
– – ﹤0.01% 455
2017
Q4 		$5K Hold
100
– – ﹤0.01% 437
2017
Q3 		$4K Buy
+100
New +$3.64K ﹤0.01% 444

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Capital Research Global Investors
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Capital World Investors
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Bank of America
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Geode Capital Management
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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return