Mason Investment Advisory Services’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,252
| Closed | -$468K | – | 70 |
|
|
2022
Q4 | $468K | Hold |
5,252
| – | – | 0.05% | 41 |
|
|
2022
Q3 | $354K | Buy |
5,252
+1,066
| +25% | +$71.8K | 0.04% | 51 |
|
|
2022
Q2 | $277K | Sell |
4,186
-20,755
| -83% | -$1.37M | 0.03% | 65 |
|
|
2022
Q1 | $1.86M | Buy |
24,941
+2,046
| +9% | +$152K | 0.16% | 22 |
|
|
2021
Q4 | $2.48M | Buy |
22,895
+234
| +1% | +$25.4K | 0.21% | 13 |
|
|
2021
Q3 | $1.9M | Hold |
22,661
| – | – | 0.2% | 20 |
|
|
2021
Q2 | $2.05M | Buy |
22,661
+7,782
| +52% | +$703K | 0.21% | 13 |
|
|
2021
Q1 | $1.33M | Buy |
+14,879
| New | +$1.33M | 0.14% | 35 |
|