JGP 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 | – | Sell |
-5,226
| Closed | -$664K | – | 204 |
|
2025
Q1 | $664K | Buy |
+5,226
| New | +$664K | 0.09% | 113 |
|
2022
Q2 | – | Sell |
-102,128
| Closed | -$7.23M | – | 147 |
|
2022
Q1 | $7.23M | Buy |
102,128
+3,606
| +4% | +$255K | 1.33% | 32 |
|
2021
Q4 | $10.2M | Buy |
98,522
+48,647
| +98% | +$5.01M | 1.89% | 19 |
|
2021
Q3 | $4.19M | Sell |
49,875
-39,403
| -44% | -$3.31M | 0.9% | 38 |
|
2021
Q2 | $8.07M | Buy |
+89,278
| New | +$8.07M | 1.73% | 24 |
|