Diversified Trust’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
Q1 | – | Sell |
-4,232
| Closed | -$541K | – | 1104 |
|
|
2025
Q4 | $541K | Buy |
4,232
+1,483
| +54% | +$196K | 0.01% | 636 |
|
|
2025
Q3 | $397K | Buy |
+2,749
| New | +$372K | 0.01% | 723 |
|
|
2025
Q2 | – | Sell |
-1,841
| Closed | -$210K | – | 980 |
|
|
2025
Q1 | $210K | Buy |
+1,841
| New | +$226K | 0.01% | 844 |
|
|
2024
Q4 | – | Sell |
-3,005
| Closed | -$515K | – | 967 |
|
|
2024
Q3 | $515K | Buy |
+3,005
| New | +$456K | 0.01% | 576 |
|
|
2024
Q1 | – | Sell |
-14,219
| Closed | -$1.96M | – | 895 |
|
|
2023
Q4 | $1.96M | Buy |
14,219
+366
| +3% | +$36.6K | 0.07% | 173 |
|
|
2023
Q3 | $1.16M | Sell |
13,853
-497
| -3% | -$45.9K | 0.04% | 228 |
|
|
2023
Q2 | $1.25M | Buy |
14,350
+1,405
| +11% | +$99.5K | 0.05% | 222 |
|
|
2023
Q1 | $817K | Buy |
12,945
+7,463
| +136% | +$430K | 0.03% | 304 |
|
|
2022
Q4 | $253K | Sell |
5,482
-269
| -5% | -$11.6K | 0.01% | 650 |
|
|
2022
Q3 | $208K | Buy |
+5,751
| New | +$248K | 0.01% | 688 |
|
|
2022
Q1 | – | Sell |
-9,007
| Closed | -$560K | – | 850 |
|
|
2021
Q4 | $560K | Sell |
9,007
-215
| -2% | -$12.9K | 0.02% | 420 |
|
|
2021
Q3 | $533K | Sell |
9,222
-645
| -7% | -$39.5K | 0.02% | 379 |
|
|
2021
Q2 | $579K | Buy |
9,867
+1,526
| +18% | +$98.5K | 0.02% | 351 |
|
|
2021
Q1 | $493K | Sell |
8,341
-1,323
| -14% | -$68.7K | 0.02% | 376 |
|
|
2020
Q4 | $428K | Buy |
9,664
+1,801
| +23% | +$81.2K | 0.02% | 403 |
|
|
2020
Q3 | $362K | Buy |
7,863
+1,149
| +17% | +$47.8K | 0.02% | 386 |
|
|
2020
Q2 | $231K | Buy |
+6,714
| New | +$184K | 0.01% | 467 |
|
Other funds holding MHO
DSC
VCM
VPM
