Congress 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
2025
Q2
$7.15M Buy
55,463
+36,912
+199% +$4.76M 0.07% 315
2025
Q1
$2.36M Buy
18,551
+8,204
+79% +$1.04M 0.03% 457
2024
Q4
$1.45M Sell
10,347
-10,842
-51% -$1.52M 0.02% 461
2024
Q3
$4.04M Buy
21,189
+11,189
+112% +$2.13M 0.05% 323
2024
Q2
$1.41M Buy
+10,000
New +$1.41M 0.02% 391