Whittier Trust’s D.R. Horton DHI Stock Holding History

Whittier Trust’s Portfolio DHI Stock Details DHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$460K	Sell	3,568 -60	-2%	-$7.74K	0.01%	500
2025 Q1	$461K	Sell	3,628 -62	-2%	-$7.88K	0.01%	501
2024 Q4	$516K	Sell	3,690 -3	-0.1%	-$419	0.01%	492
2024 Q3	$705K	Hold	3,693	–	–	0.01%	441
2024 Q2	$520K	Buy	3,693 +63	+2%	+$8.88K	0.01%	474
2024 Q1	$597K	Hold	3,630	–	–	0.01%	456
2023 Q4	$552K	Buy	3,630 +10	+0.3%	+$1.52K	0.01%	461
2023 Q3	$389K	Buy	3,620 +50	+1%	+$5.37K	0.01%	516
2023 Q2	$434K	Hold	3,570	–	–	0.01%	485
2023 Q1	$349K	Hold	3,570	–	–	0.01%	536
2022 Q4	$318K	Hold	3,570	–	–	0.01%	545
2022 Q3	$240K	Buy	3,570 +1,474	+70%	+$99.1K	0.01%	588
2022 Q2	$139K	Sell	2,096 -2,445	-54%	-$162K	﹤0.01%	719
2022 Q1	$338K	Buy	4,541 +14	+0.3%	+$1.04K	0.01%	568
2021 Q4	$491K	Hold	4,527	–	–	0.01%	487
2021 Q3	$380K	Buy	4,527 +1,780	+65%	+$149K	0.01%	509
2021 Q2	$248K	Buy	2,747 +158	+6%	+$14.3K	﹤0.01%	612
2021 Q1	$231K	Buy	2,589 +1,119	+76%	+$99.8K	﹤0.01%	613
2020 Q4	$101K	Sell	1,470 -9	-0.6%	-$618	﹤0.01%	706
2020 Q3	$112K	Hold	1,479	–	–	﹤0.01%	684
2020 Q2	$82K	Hold	1,479	–	–	﹤0.01%	709
2020 Q1	$50K	Buy	1,479 +1,048	+243%	+$35.4K	﹤0.01%	804
2019 Q4	$23K	Buy	431 +9	+2%	+$480	﹤0.01%	1000
2019 Q3	$22K	Hold	422	–	–	﹤0.01%	1001
2019 Q2	$18K	Buy	+422	New	+$18K	﹤0.01%	974
2018 Q2	–	Sell	-389	Closed	-$17K	–	1284
2018 Q1	$17K	Hold	389	–	–	﹤0.01%	966
2017 Q4	$20K	Hold	389	–	–	﹤0.01%	920
2017 Q3	$16K	Hold	389	–	–	﹤0.01%	945
2017 Q2	$13K	Hold	389	–	–	﹤0.01%	949
2017 Q1	$13K	Buy	+389	New	+$13K	﹤0.01%	958
2015 Q3	–	Sell	-459	Closed	-$13K	–	1175
2015 Q2	$13K	Hold	459	–	–	﹤0.01%	975
2015 Q1	$13K	Hold	459	–	–	﹤0.01%	967
2014 Q4	$12K	Hold	459	–	–	﹤0.01%	856
2014 Q3	$9K	Hold	459	–	–	﹤0.01%	866
2014 Q2	$11K	Hold	459	–	–	﹤0.01%	852
2014 Q1	$10K	Hold	459	–	–	﹤0.01%	884
2013 Q4	$10K	Hold	459	–	–	﹤0.01%	894
2013 Q3	$9K	Hold	459	–	–	﹤0.01%	904
2013 Q2	$10K	Buy	+459	New	+$10K	﹤0.01%	885