Beverly Hills Private Wealth’s D.R. Horton DHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$270K	Sell	1,966 -252	-11%	-$38.1K	0.05%	286
2025 Q4	$320K	Sell	2,218 -42	-2%	-$6.39K	0.05%	246
2025 Q3	$383K	Sell	2,260 -288	-11%	-$45.3K	0.07%	220
2025 Q2	$329K	Sell	2,548 -237	-9%	-$29.2K	0.06%	246
2025 Q1	$354K	Buy	2,785 +119	+4%	+$16K	0.07%	231
2024 Q4	$373K	Sell	2,666 -431	-14%	-$72K	0.08%	211
2024 Q3	$591K	Sell	3,097 -575	-16%	-$101K	0.12%	164
2024 Q2	$518K	Sell	3,672 -236	-6%	-$34.7K	0.11%	180
2024 Q1	$643K	Sell	3,908 -320	-8%	-$48K	0.15%	155
2023 Q4	$643K	Sell	4,228 -412	-9%	-$50.7K	0.17%	133
2023 Q3	$499K	Sell	4,640 -4,772	-51%	-$571K	0.15%	145
2023 Q2	$1.18M	Buy	9,412 +2,337	+33%	+$256K	0.19%	116
2023 Q1	$691K	Buy	7,075 +1,172	+20%	+$112K	0.21%	108
2022 Q4	$526K	Buy	+5,903	New	+$473K	0.23%	107