VWM
Venturi 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 | $863K | Sell |
6,697
-949
| -12% | -$122K | 0.04% | 216 |
|
|
2025
Q1 | $972K | Sell |
7,646
-65,369
| -90% | -$8.31M | 0.05% | 212 |
|
|
2024
Q4 | $10.2M | Buy |
73,015
+2,049
| +3% | +$286K | 0.5% | 50 |
|
|
2024
Q3 | $13.5M | Sell |
70,966
-2,875
| -4% | -$548K | 0.71% | 43 |
|
|
2024
Q2 | $10.4M | Buy |
73,841
+3,614
| +5% | +$509K | 0.62% | 50 |
|
|
2024
Q1 | $11.6M | Sell |
70,227
-11,280
| -14% | -$1.86M | 0.74% | 42 |
|
|
2023
Q4 | $12.4M | Sell |
81,507
-30
| -0% | -$4.56K | 0.88% | 27 |
|
|
2023
Q3 | $8.76M | Sell |
81,537
-17,777
| -18% | -$1.91M | 0.69% | 41 |
|
|
2023
Q2 | $12.1M | Sell |
99,314
-5,684
| -5% | -$692K | 0.97% | 17 |
|
|
2023
Q1 | $10.3M | Sell |
104,998
-1,474
| -1% | -$144K | 0.84% | 26 |
|
|
2022
Q4 | $9.49M | Sell |
106,472
-2,811
| -3% | -$251K | 0.84% | 28 |
|
|
2022
Q3 | $7.36M | Sell |
109,283
-795
| -0.7% | -$53.5K | 0.71% | 37 |
|
|
2022
Q2 | $7.29M | Buy |
110,078
+4,813
| +5% | +$319K | 0.65% | 44 |
|
|
2022
Q1 | $7.84M | Buy |
105,265
+1,465
| +1% | +$109K | 0.6% | 42 |
|
|
2021
Q4 | $11.3M | Buy |
103,800
+880
| +0.9% | +$95.4K | 0.85% | 29 |
|
|
2021
Q3 | $8.64M | Sell |
102,920
-13,210
| -11% | -$1.11M | 0.72% | 37 |
|
|
2021
Q2 | $10.5M | Sell |
116,130
-3,141
| -3% | -$284K | 0.93% | 22 |
|
|
2021
Q1 | $10.6M | Buy |
119,271
+1,054
| +0.9% | +$93.9K | 1.01% | 21 |
|
|
2020
Q4 | $8.15M | Sell |
118,217
-4,185
| -3% | -$288K | 0.84% | 29 |
|
|
2020
Q3 | $9.26M | Sell |
122,402
-2,029
| -2% | -$153K | 1.07% | 22 |
|
|
2020
Q2 | $6.9M | Buy |
+124,431
| New | +$6.9M | 0.93% | 32 |
|