Waverly 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 | – | Sell |
-4,532
| Closed | -$576K | – | 1190 |
|
|
2025
Q1 | $576K | Sell |
4,532
-573
| -11% | -$72.8K | 0.01% | 735 |
|
|
2024
Q4 | $714K | Buy |
5,105
+1,893
| +59% | +$265K | 0.01% | 590 |
|
|
2024
Q3 | $613K | Sell |
3,212
-122
| -4% | -$23.3K | 0.01% | 544 |
|
|
2024
Q2 | $470K | Buy |
3,334
+104
| +3% | +$14.7K | 0.01% | 586 |
|
|
2024
Q1 | $531K | Buy |
3,230
+27
| +0.8% | +$4.44K | 0.01% | 466 |
|
|
2023
Q4 | $487K | Hold |
3,203
| – | – | 0.02% | 302 |
|
|
2023
Q3 | $344K | Hold |
3,203
| – | – | 0.02% | 304 |
|
|
2023
Q2 | $390K | Buy |
+3,203
| New | +$390K | 0.02% | 266 |
|
|
2015
Q3 | – | Sell |
-50
| Closed | -$1K | – | 429 |
|
|
2015
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 346 |
|
|
2014
Q1 | – | Sell |
-750
| Closed | -$17K | – | 721 |
|
|
2013
Q4 | $17K | Hold |
750
| – | – | 0.01% | 485 |
|
|
2013
Q3 | $15K | Buy |
+750
| New | +$15K | 0.01% | 395 |
|