Williams Jones Wealth Management’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 | $738K | Sell |
5,724
-17
| -0.3% | -$2.19K | 0.01% | 291 |
|
|
2025
Q1 | $730K | Hold |
5,741
| – | – | 0.01% | 281 |
|
|
2024
Q4 | $803K | Hold |
5,741
| – | – | 0.01% | 271 |
|
|
2024
Q3 | $1.1M | Sell |
5,741
-48
| -0.8% | -$9.16K | 0.01% | 250 |
|
|
2024
Q2 | $816K | Buy |
5,789
+48
| +0.8% | +$6.77K | 0.01% | 275 |
|
|
2024
Q1 | $945K | Sell |
5,741
-150
| -3% | -$24.7K | 0.01% | 267 |
|
|
2023
Q4 | $895K | Sell |
5,891
-10
| -0.2% | -$1.52K | 0.01% | 265 |
|
|
2023
Q3 | $634K | Hold |
5,901
| – | – | 0.01% | 304 |
|
|
2023
Q2 | $718K | Hold |
5,901
| – | – | 0.01% | 295 |
|
|
2023
Q1 | $576K | Sell |
5,901
-20
| -0.3% | -$1.95K | 0.01% | 341 |
|
|
2022
Q4 | $528K | Sell |
5,921
-53
| -0.9% | -$4.72K | 0.01% | 348 |
|
|
2022
Q3 | $402K | Buy |
5,974
+647
| +12% | +$43.5K | 0.01% | 393 |
|
|
2022
Q2 | $353K | Buy |
+5,327
| New | +$353K | 0.01% | 423 |
|
|
2021
Q3 | – | Sell |
-4,071
| Closed | -$368K | – | 501 |
|
|
2021
Q2 | $368K | Buy |
4,071
+331
| +9% | +$29.9K | 0.01% | 368 |
|
|
2021
Q1 | $333K | Buy |
+3,740
| New | +$333K | 0.01% | 369 |
|