Congress Asset Management’s M/I Homes MHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.2M | Buy |
113,355
+54,706
| +93% | +$7.32M | 0.11% | 156 |
|
|
2026
Q1 | $7.18M | Buy |
58,649
+11,356
| +24% | +$1.53M | 0.05% | 231 |
|
|
2025
Q4 | $6.05M | Sell |
47,293
-1,276
| -3% | -$169K | 0.04% | 226 |
|
|
2025
Q3 | $7.02M | Buy |
48,569
+78
| +0.2% | +$10.6K | 0.05% | 211 |
|
|
2025
Q2 | $5.44M | Sell |
48,491
-58
| -0.1% | -$6.3K | 0.04% | 225 |
|
|
2025
Q1 | $5.54M | Sell |
48,549
-2,699
| -5% | -$331K | 0.04% | 221 |
|
|
2024
Q4 | $6.81M | Buy |
51,248
+5,379
| +12% | +$847K | 0.05% | 215 |
|
|
2024
Q3 | $7.86M | Sell |
45,869
-467
| -1% | -$70.8K | 0.05% | 202 |
|
|
2024
Q2 | $5.66M | Sell |
46,336
-920
| -2% | -$112K | 0.04% | 219 |
|
|
2024
Q1 | $6.44M | Buy |
47,256
+213
| +0.5% | +$27.1K | 0.05% | 216 |
|
|
2023
Q4 | $6.48M | Buy |
47,043
+338
| +0.7% | +$33.8K | 0.05% | 220 |
|
|
2023
Q3 | $3.93M | Sell |
46,705
-3,100
| -6% | -$287K | 0.03% | 238 |
|
|
2023
Q2 | $4.34M | Sell |
49,805
-80,123
| -62% | -$5.67M | 0.04% | 224 |
|
|
2023
Q1 | $8.2M | Buy |
129,928
+7,840
| +6% | +$452K | 0.08% | 177 |
|
|
2022
Q4 | $5.64M | Sell |
122,088
-3,474
| -3% | -$149K | 0.06% | 206 |
|
|
2022
Q3 | $4.55M | Buy |
125,562
+1,390
| +1% | +$60K | 0.05% | 212 |
|
|
2022
Q2 | $4.92M | Sell |
124,172
-1,718
| -1% | -$74.7K | 0.05% | 219 |
|
|
2022
Q1 | $5.58M | Buy |
125,890
+6,584
| +6% | +$336K | 0.05% | 222 |
|
|
2021
Q4 | $7.42M | Sell |
119,306
-4,220
| -3% | -$252K | 0.06% | 194 |
|
|
2021
Q3 | $7.14M | Buy |
123,526
+5,240
| +4% | +$321K | 0.06% | 193 |
|
|
2021
Q2 | $6.94M | Buy |
118,286
+6,936
| +6% | +$448K | 0.06% | 189 |
|
|
2021
Q1 | $6.58M | Buy |
111,350
+23,955
| +27% | +$1.24M | 0.06% | 184 |
|
|
2020
Q4 | $3.87M | Sell |
87,395
-2,545
| -3% | -$115K | 0.04% | 205 |
|
|
2020
Q3 | $4.14M | Buy |
89,940
+9,465
| +12% | +$394K | 0.04% | 188 |
|
|
2020
Q2 | $2.77M | Buy |
80,475
+42,235
| +110% | +$1.16M | 0.03% | 207 |
|
|
2020
Q1 | $632K | Buy |
+38,240
| New | +$1.38M | 0.01% | 275 |
|
Other funds holding MHO
GI
BRG
GI
PW
BCFS
VCM
SIS
CA