Evermay Wealth Management’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
5,073
+110
| +2% | +$14.2K | 0.08% | 112 |
|
|
2025
Q1 | $631K | Hold |
4,963
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $694K | Hold |
4,963
| – | – | 0.11% | 103 |
|
|
2024
Q3 | $947K | Sell |
4,963
-85
| -2% | -$16.2K | 0.15% | 83 |
|
|
2024
Q2 | $711K | Hold |
5,048
| – | – | 0.11% | 101 |
|
|
2024
Q1 | $831K | Sell |
5,048
-113
| -2% | -$18.6K | 0.13% | 90 |
|
|
2023
Q4 | $784K | Sell |
5,161
-107
| -2% | -$16.3K | 0.14% | 73 |
|
|
2023
Q3 | $566K | Hold |
5,268
| – | – | 0.12% | 88 |
|
|
2023
Q2 | $641K | Sell |
5,268
-110
| -2% | -$13.4K | 0.12% | 84 |
|
|
2023
Q1 | $525K | Sell |
5,378
-110
| -2% | -$10.7K | 0.11% | 95 |
|
|
2022
Q4 | $489K | Sell |
5,488
-220
| -4% | -$19.6K | 0.1% | 100 |
|
|
2022
Q3 | $384K | Sell |
5,708
-600
| -10% | -$40.4K | 0.08% | 112 |
|
|
2022
Q2 | $418K | Sell |
6,308
-573
| -8% | -$38K | 0.08% | 103 |
|
|
2022
Q1 | $513K | Buy |
6,881
+245
| +4% | +$18.3K | 0.09% | 107 |
|
|
2021
Q4 | $720K | Sell |
6,636
-1
| -0% | -$108 | 0.13% | 63 |
|
|
2021
Q3 | $557K | Sell |
6,637
-2,115
| -24% | -$177K | 0.11% | 78 |
|
|
2021
Q2 | $791K | Hold |
8,752
| – | – | 0.15% | 63 |
|
|
2021
Q1 | $780K | Hold |
8,752
| – | – | 0.16% | 63 |
|
|
2020
Q4 | $603K | Sell |
8,752
-790
| -8% | -$54.4K | 0.13% | 72 |
|
|
2020
Q3 | $722K | Sell |
9,542
-300
| -3% | -$22.7K | 0.18% | 62 |
|
|
2020
Q2 | $546K | Sell |
9,842
-2,875
| -23% | -$159K | 0.14% | 74 |
|
|
2020
Q1 | $432K | Buy |
12,717
+1,835
| +17% | +$62.3K | 0.13% | 79 |
|
|
2019
Q4 | $574K | Buy |
10,882
+1,125
| +12% | +$59.3K | 0.14% | 79 |
|
|
2019
Q3 | $514K | Buy |
9,757
+1,546
| +19% | +$81.4K | 0.14% | 76 |
|
|
2019
Q2 | $354K | Hold |
8,211
| – | – | 0.1% | 102 |
|
|
2019
Q1 | $340K | Buy |
8,211
+401
| +5% | +$16.6K | 0.1% | 103 |
|
|
2018
Q4 | $271K | Buy |
7,810
+211
| +3% | +$7.32K | 0.09% | 110 |
|
|
2018
Q3 | $321K | Buy |
7,599
+630
| +9% | +$26.6K | 0.1% | 108 |
|
|
2018
Q2 | $286K | Buy |
6,969
+350
| +5% | +$14.4K | 0.1% | 107 |
|
|
2018
Q1 | $290K | Sell |
6,619
-2
| -0% | -$88 | 0.1% | 103 |
|
|
2017
Q4 | $338K | Hold |
6,621
| – | – | 0.12% | 90 |
|
|
2017
Q3 | $264K | Buy |
6,621
+28
| +0.4% | +$1.12K | 0.11% | 76 |
|
|
2017
Q2 | $228K | Sell |
6,593
-850
| -11% | -$29.4K | 0.1% | 88 |
|
|
2017
Q1 | $248K | Hold |
7,443
| – | – | 0.11% | 82 |
|
|
2016
Q4 | $203K | Sell |
7,443
-860
| -10% | -$23.5K | 0.1% | 78 |
|
|
2016
Q3 | $251K | Buy |
8,303
+150
| +2% | +$4.54K | 0.13% | 63 |
|
|
2016
Q2 | $257K | Hold |
8,153
| – | – | 0.13% | 61 |
|
|
2016
Q1 | $246K | Buy |
+8,153
| New | +$246K | 0.14% | 63 |
|