BerganKDV Wealth Management’s D.R. Horton DHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.54M Sell
12,653
-57
-0.4% -$6.94K 0.15% 105
2023
Q1
$1.24M Buy
12,710
+445
+4% +$43.5K 0.13% 119
2022
Q4
$1.09M Buy
12,265
+1,566
+15% +$140K 0.12% 122
2022
Q3
$721K Buy
10,699
+340
+3% +$22.9K 0.09% 139
2022
Q2
$686K Buy
10,359
+581
+6% +$38.5K 0.08% 146
2022
Q1
$729K Buy
9,778
+324
+3% +$24.2K 0.08% 149
2021
Q4
$1.03M Buy
9,454
+424
+5% +$46K 0.11% 126
2021
Q3
$758K Sell
9,030
-112
-1% -$9.4K 0.09% 146
2021
Q2
$826K Buy
9,142
+159
+2% +$14.4K 0.1% 129
2021
Q1
$801K Sell
8,983
-793
-8% -$70.7K 0.1% 126
2020
Q4
$674K Sell
9,776
-691
-7% -$47.6K 0.09% 131
2020
Q3
$792K Sell
10,467
-915
-8% -$69.2K 0.13% 115
2020
Q2
$631K Sell
11,382
-67
-0.6% -$3.71K 0.11% 127
2020
Q1
$389K Sell
11,449
-2,135
-16% -$72.5K 0.08% 152
2019
Q4
$717K Sell
13,584
-673
-5% -$35.5K 0.13% 122
2019
Q3
$751K Sell
14,257
-5,859
-29% -$309K 0.15% 106
2019
Q2
$868K Sell
20,116
-1,318
-6% -$56.9K 0.17% 102
2019
Q1
$887K Buy
21,434
+4,066
+23% +$168K 0.18% 97
2018
Q4
$602K Sell
17,368
-486
-3% -$16.8K 0.14% 109
2018
Q3
$753K Buy
+17,854
New +$753K 0.16% 106