Corient Private Wealth’s Diamond Hill DHIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-20,836
Closed -$3.21M 2329
2024
Q1
$3.21M Sell
20,836
-221
-1% -$34.1K 0.01% 833
2023
Q4
$3.49M Sell
21,057
-1,889
-8% -$313K 0.01% 806
2023
Q3
$3.87M Buy
22,946
+97
+0.4% +$16.4K 0.01% 696
2023
Q2
$3.91M Buy
+22,849
New +$3.91M 0.01% 705