CWM
Concentric Wealth Management’s D.R. Horton DHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.24M | Buy |
22,239
+325
| +1% | +$62K | 1.03% | 41 |
|
|
2024
Q2 | $3.09M | Buy |
21,914
+1,030
| +5% | +$145K | 0.81% | 51 |
|
|
2024
Q1 | $3.44M | Buy |
20,884
+2,302
| +12% | +$379K | 0.91% | 46 |
|
|
2023
Q4 | $2.82M | Buy |
+18,582
| New | +$2.82M | 0.82% | 50 |
|