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

Brass Tax Wealth Management’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
-1,162
Closed -$222K – 209
2024
Q3 		$222K Buy
+1,162
New +$204K 0.05% 184
2024
Q2 		– Sell
-1,396
Closed -$230K – 142
2024
Q1 		$230K Buy
+1,396
New +$209K 0.12% 101

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Brass Tax Wealth Management's DHI Position: Q4 2024 in Review

Brass Tax Wealth Management sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,162 shares — an estimated $222K sold.

Brass Tax Wealth Management first reported a position in DHI in Q1 2024 and held it in 2 quarters. The position peaked at $230K in Q1 2024. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Brass Tax Wealth Management reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 1,162 D.R. Horton shares in Q4 2024, an estimated $222K.
  • Brass Tax Wealth Management first reported a position in D.R. Horton in Q1 2024 and held it in 2 quarters.
  • Brass Tax Wealth Management's D.R. Horton position peaked at $230K in Q1 2024.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Brass Tax Wealth Management's 13F filing for Q4 2024, filed 29 Apr 2025.