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 |
|