EWA
EP Wealth Advisors’s D.R. Horton DHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
8,327
+122
| +1% | +$15.7K | 0.01% | 545 |
|
|
2025
Q1 | $1.04M | Buy |
8,205
+404
| +5% | +$51.4K | 0.01% | 490 |
|
|
2024
Q4 | $1.09M | Sell |
7,801
-116
| -1% | -$16.2K | 0.01% | 479 |
|
|
2024
Q3 | $1.51M | Buy |
7,917
+572
| +8% | +$109K | 0.01% | 410 |
|
|
2024
Q2 | $1.04M | Buy |
7,345
+384
| +6% | +$54.1K | 0.01% | 382 |
|
|
2024
Q1 | $1.15M | Buy |
6,961
+27
| +0.4% | +$4.44K | 0.01% | 355 |
|
|
2023
Q4 | $1.05M | Sell |
6,934
-120
| -2% | -$18.2K | 0.01% | 355 |
|
|
2023
Q3 | $758K | Sell |
7,054
-111
| -2% | -$11.9K | 0.01% | 382 |
|
|
2023
Q2 | $836K | Buy |
7,165
+2,965
| +71% | +$346K | 0.01% | 362 |
|
|
2023
Q1 | $262K | Sell |
4,200
-1,385
| -25% | -$86.3K | ﹤0.01% | 518 |
|
|
2022
Q4 | $498K | Buy |
+5,585
| New | +$498K | 0.01% | 377 |
|
|
2022
Q3 | – | Sell |
-11,487
| Closed | -$760K | – | 406 |
|
|
2022
Q2 | $760K | Sell |
11,487
-2,057
| -15% | -$136K | 0.02% | 298 |
|
|
2022
Q1 | $1.01M | Sell |
13,544
-342
| -2% | -$25.5K | 0.02% | 272 |
|
|
2021
Q4 | $1.51M | Sell |
13,886
-398
| -3% | -$43.2K | 0.04% | 212 |
|
|
2021
Q3 | $1.2M | Sell |
14,284
-3,991
| -22% | -$335K | 0.03% | 219 |
|
|
2021
Q2 | $1.65M | Sell |
18,275
-542
| -3% | -$49K | 0.05% | 197 |
|
|
2021
Q1 | $1.68M | Buy |
18,817
+14,977
| +390% | +$1.33M | 0.05% | 185 |
|
|
2020
Q4 | $265K | Sell |
3,840
-103
| -3% | -$7.11K | 0.01% | 365 |
|
|
2020
Q3 | $298K | Hold |
3,943
| – | – | 0.01% | 293 |
|
|
2020
Q2 | $219K | Buy |
+3,943
| New | +$219K | 0.01% | 348 |
|
|
2020
Q1 | – | Sell |
-4,240
| Closed | -$224K | – | 385 |
|
|
2019
Q4 | $224K | Sell |
4,240
-4
| -0.1% | -$211 | 0.01% | 374 |
|
|
2019
Q3 | $224K | Buy |
+4,244
| New | +$224K | 0.01% | 325 |
|
|
2018
Q3 | – | Sell |
-5,070
| Closed | -$208K | – | 280 |
|
|
2018
Q2 | $208K | Sell |
5,070
-62
| -1% | -$2.54K | 0.02% | 181 |
|
|
2018
Q1 | $225K | Buy |
+5,132
| New | +$225K | 0.02% | 186 |
|