Evergreen Wealth Management’s Diamond Hill DHIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
10,628
-3,994
| -27% | -$580K | 0.87% | 35 |
|
|
2025
Q1 | $2.09M | Sell |
14,622
-12,557
| -46% | -$1.79M | 1.25% | 31 |
|
|
2024
Q4 | $4.22M | Buy |
27,179
+725
| +3% | +$112K | 2.49% | 14 |
|
|
2024
Q3 | $4.28M | Buy |
26,454
+10,138
| +62% | +$1.64M | 2.57% | 13 |
|
|
2024
Q2 | $2.3M | Hold |
16,316
| – | – | 1.52% | 27 |
|
|
2024
Q1 | $2.52M | Hold |
16,316
| – | – | 1.7% | 22 |
|
|
2023
Q4 | $2.7M | Buy |
16,316
+322
| +2% | +$53.3K | 1.99% | 19 |
|
|
2023
Q3 | $2.7M | Buy |
15,994
+250
| +2% | +$42.1K | 2.13% | 15 |
|
|
2023
Q2 | $2.7M | Buy |
15,744
+2,570
| +20% | +$440K | 2.11% | 16 |
|
|
2023
Q1 | $2.17M | Buy |
13,174
+1,891
| +17% | +$311K | 1.93% | 20 |
|
|
2022
Q4 | $2.09M | Buy |
+11,283
| New | +$2.09M | 1.92% | 19 |
|