EWA
EverSource 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 | $5.5M | Buy |
42,630
+2,049
| +5% | +$264K | 0.25% | 90 |
|
|
2025
Q1 | $5.16M | Buy |
40,581
+1,650
| +4% | +$210K | 0.28% | 79 |
|
|
2024
Q4 | $5.44M | Buy |
38,931
+309
| +0.8% | +$43.2K | 0.31% | 75 |
|
|
2024
Q3 | $7.37M | Sell |
38,622
-69
| -0.2% | -$13.2K | 0.47% | 54 |
|
|
2024
Q2 | $6.96M | Sell |
38,691
-286
| -0.7% | -$51.5K | 0.46% | 53 |
|
|
2024
Q1 | $5.55M | Sell |
38,977
-2,411
| -6% | -$344K | 0.44% | 57 |
|
|
2023
Q4 | $6.29M | Sell |
41,388
-1,945
| -4% | -$296K | 0.58% | 41 |
|
|
2023
Q3 | $4.66M | Sell |
43,333
-260
| -0.6% | -$27.9K | 0.49% | 52 |
|
|
2023
Q2 | $5.3M | Sell |
43,593
-664
| -2% | -$80.8K | 0.58% | 41 |
|
|
2023
Q1 | $4.32M | Buy |
44,257
+3,606
| +9% | +$352K | 0.54% | 43 |
|
|
2022
Q4 | $3.62M | Buy |
40,651
+39,999
| +6,135% | +$3.57M | 0.55% | 42 |
|
|
2022
Q3 | $44K | Sell |
652
-686
| -51% | -$46.3K | 0.01% | 662 |
|
|
2022
Q2 | $89K | Buy |
1,338
+1,179
| +742% | +$78.4K | 0.02% | 409 |
|
|
2022
Q1 | $12K | Buy |
159
+33
| +26% | +$2.49K | ﹤0.01% | 902 |
|
|
2021
Q4 | $14K | Buy |
+126
| New | +$14K | ﹤0.01% | 820 |
|