TWM

Tolleson Wealth Management’s D.R. Horton DHI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$632K	Hold	4,901	–	–	0.11%	56
2025 Q1	$623K	Hold	4,901	–	–	0.12%	56
2024 Q4	$685K	Hold	4,901	–	–	0.14%	53
2024 Q3	$935K	Sell	4,901 -6	-0.1%	-$1.15K	0.18%	40
2024 Q2	$692K	Hold	4,907	–	–	0.14%	53
2024 Q1	$807K	Buy	4,907 +6	+0.1%	+$987	0.16%	50
2023 Q4	$745K	Hold	4,901	–	–	0.15%	47
2023 Q3	$527K	Hold	4,901	–	–	0.13%	56
2023 Q2	$596K	Hold	4,901	–	–	0.14%	56
2023 Q1	$479K	Hold	4,901	–	–	0.12%	58
2022 Q4	$437K	Hold	4,901	–	–	0.12%	60
2022 Q3	$330K	Hold	4,901	–	–	0.1%	61
2022 Q2	$324K	Hold	4,901	–	–	0.09%	61
2022 Q1	$365K	Hold	4,901	–	–	0.11%	60
2021 Q4	$532K	Hold	4,901	–	–	0.14%	54
2021 Q3	$412K	Sell	4,901 -544	-10%	-$45.7K	0.12%	51
2021 Q2	$492K	Hold	5,445	–	–	0.13%	50
2021 Q1	$485K	Hold	5,445	–	–	0.15%	51
2020 Q4	$375K	Hold	5,445	–	–	0.12%	51
2020 Q3	$412K	Hold	5,445	–	–	0.17%	46
2020 Q2	$302K	Buy	+5,445	New	+$302K	0.13%	50
2020 Q1	–	Sell	-5,470	Closed	-$289K	–	67
2019 Q4	$289K	Buy	5,470 +25	+0.5%	+$1.32K	0.14%	56
2019 Q3	$287K	Hold	5,445	–	–	0.16%	48
2019 Q2	$235K	Hold	5,445	–	–	0.16%	44
2019 Q1	$225K	Buy	+5,445	New	+$225K	0.16%	44