Congress Wealth Management’s M/I Homes MHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.33M Buy
29,680
+13,559
+84% +$1.52M 0.03% 461
2025
Q1
$1.84M Buy
16,121
+171
+1% +$19.5K 0.02% 510
2024
Q4
$2.12M Sell
15,950
-18,175
-53% -$2.42M 0.03% 404
2024
Q3
$5.85M Buy
34,125
+15,950
+88% +$2.73M 0.08% 272
2024
Q2
$2.22M Buy
+18,175
New +$2.22M 0.04% 344