Integrated Wealth Concepts’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 | $875K | Buy |
6,787
+2,558
| +60% | +$330K | 0.01% | 1000 |
|
|
2025
Q1 | $538K | Buy |
4,229
+803
| +23% | +$102K | 0.01% | 1113 |
|
|
2024
Q4 | $479K | Sell |
3,426
-3,344
| -49% | -$468K | 0.01% | 1143 |
|
|
2024
Q3 | $1.29M | Sell |
6,770
-320
| -5% | -$61K | 0.02% | 701 |
|
|
2024
Q2 | $999K | Buy |
7,090
+1,356
| +24% | +$191K | 0.01% | 761 |
|
|
2024
Q1 | $944K | Buy |
5,734
+1,686
| +42% | +$277K | 0.01% | 776 |
|
|
2023
Q4 | $615K | Sell |
4,048
-2,390
| -37% | -$363K | 0.01% | 910 |
|
|
2023
Q3 | $692K | Buy |
6,438
+317
| +5% | +$34.1K | 0.01% | 843 |
|
|
2023
Q2 | $745K | Buy |
6,121
+1,318
| +27% | +$160K | 0.01% | 806 |
|
|
2023
Q1 | $469K | Buy |
+4,803
| New | +$469K | 0.01% | 873 |
|
|
2021
Q2 | – | Sell |
-10,027
| Closed | -$894K | – | 811 |
|
|
2021
Q1 | $894K | Buy |
10,027
+574
| +6% | +$51.2K | 0.04% | 320 |
|
|
2020
Q4 | $652K | Buy |
9,453
+1,587
| +20% | +$109K | 0.03% | 351 |
|
|
2020
Q3 | $595K | Buy |
7,866
+814
| +12% | +$61.6K | 0.04% | 306 |
|
|
2020
Q2 | $391K | Buy |
+7,052
| New | +$391K | 0.03% | 343 |
|