Old North State Wealth Management’s M/I Homes MHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.4M	Buy	44,121 +825	+2%	+$111K	2.5%	9
2025 Q4	$5.54M	Sell	43,296 -1,445	-3%	-$191K	2.6%	8
2025 Q3	$6.46M	Buy	44,741 +225	+0.5%	+$30.4K	3.02%	7
2025 Q2	$4.99M	Sell	44,516 -1,740	-4%	-$189K	2.6%	9
2025 Q1	$5.28M	Sell	46,256 -405	-0.9%	-$49.7K	2.94%	8
2024 Q4	$6.2M	Sell	46,661 -700	-1%	-$110K	3.49%	5
2024 Q3	$8.12M	Buy	47,361 +445	+0.9%	+$67.5K	4.55%	2
2024 Q2	$5.73M	Buy	46,916 +9,350	+25%	+$1.14M	3.77%	5
2024 Q1	$5.12M	Buy	37,566 +26,766	+248%	+$3.4M	3.34%	7
2023 Q4	$1.49M	Buy	10,800 +700	+7%	+$70K	1.1%	32
2023 Q3	$849K	Buy	10,100 +3,100	+44%	+$287K	0.75%	42
2023 Q2	$610K	Sell	7,000 -720	-9%	-$51K	0.53%	47
2023 Q1	$487K	Buy	7,720 +200	+3%	+$11.5K	0.46%	49
2022 Q4	$347K	Buy	7,520 +725	+11%	+$31.1K	0.35%	52
2022 Q3	$246K	Buy	6,795 +200	+3%	+$8.64K	0.28%	56
2022 Q2	$262K	Buy	6,595 +1,520	+30%	+$66K	0.3%	51
2022 Q1	$225K	Buy	5,075 +1,475	+41%	+$75.2K	0.22%	56
2021 Q4	$224K	Buy	+3,600	New	+$215K	0.23%	54