Mount Yale Investment Advisors’s Diamond Hill DHIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
10,106
-389
| -4% | -$56.5K | 0.11% | 159 |
|
|
2025
Q1 | $1.5M | Sell |
10,495
-392
| -4% | -$56K | 0.13% | 145 |
|
|
2024
Q4 | $1.69M | Sell |
10,887
-258
| -2% | -$40K | 0.14% | 135 |
|
|
2024
Q3 | $1.8M | Sell |
11,145
-89
| -0.8% | -$14.4K | 0.17% | 128 |
|
|
2024
Q2 | $1.58M | Sell |
11,234
-243
| -2% | -$34.2K | 0.13% | 159 |
|
|
2024
Q1 | $1.77M | Buy |
11,477
+811
| +8% | +$125K | 0.14% | 149 |
|
|
2023
Q4 | $1.77M | Sell |
10,666
-201
| -2% | -$33.3K | 0.17% | 133 |
|
|
2023
Q3 | $1.83M | Sell |
10,867
-297
| -3% | -$50.1K | 0.2% | 116 |
|
|
2023
Q2 | $1.91M | Sell |
11,164
-2,452
| -18% | -$420K | 0.2% | 113 |
|
|
2023
Q1 | $2.24M | Buy |
13,616
+173
| +1% | +$28.5K | 0.25% | 95 |
|
|
2022
Q4 | $2.49M | Buy |
13,443
+180
| +1% | +$33.3K | 0.28% | 87 |
|
|
2022
Q3 | $2.19M | Buy |
13,263
+385
| +3% | +$63.5K | 0.29% | 83 |
|
|
2022
Q2 | $2.24M | Buy |
12,878
+137
| +1% | +$23.8K | 0.28% | 80 |
|
|
2022
Q1 | $2.39M | Buy |
12,741
+613
| +5% | +$115K | 0.26% | 89 |
|
|
2021
Q4 | $2.36M | Buy |
12,128
+392
| +3% | +$76.2K | 0.24% | 95 |
|
|
2021
Q3 | $2.06M | Buy |
+11,736
| New | +$2.06M | 0.24% | 102 |
|