Heritage Wealth Management (Ohio)’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
$601K Sell
4,664
-236
-5% -$30.4K 0.19% 119
2025
Q1
$623K Sell
4,900
-415
-8% -$52.8K 0.21% 112
2024
Q4
$743K Hold
5,315
0.25% 105
2024
Q3
$1.01M Sell
5,315
-675
-11% -$129K 0.33% 78
2024
Q2
$812K Buy
+5,990
New +$812K 0.27% 93