EWM
Evercore Wealth Management’s D.R. Horton DHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Hold |
4,572
| – | – | 0.01% | 263 |
|
|
2025
Q1 | $581K | Hold |
4,572
| – | – | 0.01% | 259 |
|
|
2024
Q4 | $639K | Hold |
4,572
| – | – | 0.01% | 250 |
|
|
2024
Q3 | $872K | Sell |
4,572
-100
| -2% | -$19.1K | 0.01% | 227 |
|
|
2024
Q2 | $658K | Sell |
4,672
-22
| -0.5% | -$3.1K | 0.01% | 249 |
|
|
2024
Q1 | $772K | Sell |
4,694
-6
| -0.1% | -$987 | 0.01% | 238 |
|
|
2023
Q4 | $714K | Buy |
4,700
+28
| +0.6% | +$4.26K | 0.01% | 249 |
|
|
2023
Q3 | $502K | Hold |
4,672
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $569K | Hold |
4,672
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $456K | Hold |
4,672
| – | – | 0.01% | 282 |
|
|
2022
Q4 | $416K | Buy |
4,672
+353
| +8% | +$31.5K | 0.01% | 289 |
|
|
2022
Q3 | $291K | Hold |
4,319
| – | – | 0.01% | 318 |
|
|
2022
Q2 | $286K | Hold |
4,319
| – | – | 0.01% | 324 |
|
|
2022
Q1 | $322K | Hold |
4,319
| – | – | 0.01% | 343 |
|
|
2021
Q4 | $468K | Hold |
4,319
| – | – | 0.01% | 294 |
|
|
2021
Q3 | $363K | Hold |
4,319
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $390K | Sell |
4,319
-42
| -1% | -$3.79K | 0.01% | 326 |
|
|
2021
Q1 | $389K | Sell |
4,361
-310
| -7% | -$27.7K | 0.01% | 327 |
|
|
2020
Q4 | $322K | Buy |
4,671
+31
| +0.7% | +$2.14K | 0.01% | 349 |
|
|
2020
Q3 | $351K | Buy |
4,640
+90
| +2% | +$6.81K | 0.01% | 301 |
|
|
2020
Q2 | $252K | Buy |
+4,550
| New | +$252K | 0.01% | 330 |
|
|
2020
Q1 | – | Sell |
-5,668
| Closed | -$299K | – | 371 |
|
|
2019
Q4 | $299K | Sell |
5,668
-17
| -0.3% | -$897 | 0.01% | 342 |
|
|
2019
Q3 | $300K | Buy |
5,685
+247
| +5% | +$13K | 0.01% | 340 |
|
|
2019
Q2 | $235K | Buy |
5,438
+62
| +1% | +$2.68K | 0.01% | 372 |
|
|
2019
Q1 | $222K | Buy |
+5,376
| New | +$222K | 0.01% | 382 |
|
|
2018
Q1 | – | Sell |
-3,700
| Closed | -$189K | – | 454 |
|
|
2017
Q4 | $189K | Hold |
3,700
| – | – | 0.01% | 373 |
|
|
2017
Q3 | $148K | Hold |
3,700
| – | – | 0.01% | 403 |
|
|
2017
Q2 | $128K | Buy |
3,700
+200
| +6% | +$6.92K | ﹤0.01% | 420 |
|
|
2017
Q1 | $117K | Sell |
3,500
-1,000
| -22% | -$33.4K | ﹤0.01% | 447 |
|
|
2016
Q4 | $123K | Sell |
4,500
-241
| -5% | -$6.59K | 0.01% | 454 |
|
|
2016
Q3 | $143K | Hold |
4,741
| – | – | 0.01% | 431 |
|
|
2016
Q2 | $149K | Sell |
4,741
-200
| -4% | -$6.29K | 0.01% | 409 |
|
|
2016
Q1 | $149K | Sell |
4,941
-5,650
| -53% | -$170K | 0.01% | 403 |
|
|
2015
Q4 | $339K | Buy |
10,591
+6,791
| +179% | +$217K | 0.02% | 301 |
|
|
2015
Q3 | $111K | Hold |
3,800
| – | – | 0.01% | 472 |
|
|
2015
Q2 | $103K | Hold |
3,800
| – | – | ﹤0.01% | 513 |
|
|
2015
Q1 | $108K | Hold |
3,800
| – | – | 0.01% | 513 |
|
|
2014
Q4 | $96K | Sell |
3,800
-1,000
| -21% | -$25.3K | ﹤0.01% | 470 |
|
|
2014
Q3 | $99K | Sell |
4,800
-18,650
| -80% | -$385K | 0.01% | 517 |
|
|
2014
Q2 | $576K | Sell |
23,450
-6,900
| -23% | -$169K | 0.03% | 253 |
|
|
2014
Q1 | $657K | Sell |
30,350
-111,800
| -79% | -$2.42M | 0.04% | 226 |
|
|
2013
Q4 | $3.17M | Sell |
142,150
-256,922
| -64% | -$5.73M | 0.17% | 116 |
|
|
2013
Q3 | $7.76M | Sell |
399,072
-151,428
| -28% | -$2.94M | 0.44% | 72 |
|
|
2013
Q2 | $11.7M | Buy |
+550,500
| New | +$11.7M | 0.66% | 49 |
|