Geller Advisors’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,437
| Closed | -$274K | – | 260 |
|
2024
Q3 | $274K | Sell |
1,437
-79
| -5% | -$15.1K | 0.02% | 218 |
|
2024
Q2 | $214K | Sell |
1,516
-3
| -0.2% | -$423 | 0.02% | 253 |
|
2024
Q1 | $250K | Sell |
1,519
-2,490
| -62% | -$410K | 0.02% | 235 |
|
2023
Q4 | $609K | Buy |
4,009
+134
| +3% | +$20.4K | 0.06% | 102 |
|
2023
Q3 | $416K | Sell |
3,875
-14
| -0.4% | -$1.51K | 0.05% | 142 |
|
2023
Q2 | $473K | Buy |
+3,889
| New | +$473K | 0.06% | 120 |
|
2023
Q1 | – | Sell |
-2,504
| Closed | -$223K | – | 181 |
|
2022
Q4 | $223K | Buy |
+2,504
| New | +$223K | 0.04% | 138 |
|