Mount Yale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
+5,332
| New | +$687K | 0.05% | 276 |
|
|
2020
Q3 | – | Sell |
-11,590
| Closed | -$643K | – | 352 |
|
|
2020
Q2 | $643K | Sell |
11,590
-3,040
| -21% | -$169K | 0.12% | 188 |
|
|
2020
Q1 | $497K | Sell |
14,630
-525
| -3% | -$17.8K | 0.11% | 169 |
|
|
2019
Q4 | $897K | Buy |
15,155
+110
| +0.7% | +$6.51K | 0.16% | 129 |
|
|
2019
Q3 | $816K | Sell |
15,045
-222
| -1% | -$12K | 0.15% | 127 |
|
|
2019
Q2 | $730K | Buy |
15,267
+815
| +6% | +$39K | 0.13% | 132 |
|
|
2019
Q1 | $598K | Buy |
14,452
+1,365
| +10% | +$56.5K | 0.11% | 148 |
|
|
2018
Q4 | $494K | Buy |
13,087
+1,550
| +13% | +$58.5K | 0.1% | 171 |
|
|
2018
Q3 | $434K | Buy |
11,537
+1,962
| +20% | +$73.8K | 0.08% | 201 |
|
|
2018
Q2 | $393K | Buy |
9,575
+2,061
| +27% | +$84.6K | 0.07% | 211 |
|
|
2018
Q1 | $329K | Buy |
+7,514
| New | +$329K | 0.07% | 235 |
|