WMG Financial 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
Q1 | – | Sell |
-1,576
| Closed | -$220K | – | 172 |
|
2024
Q4 | $220K | Sell |
1,576
-126
| -7% | -$17.6K | 0.09% | 149 |
|
2024
Q3 | $325K | Buy |
1,702
+214
| +14% | +$40.8K | 0.15% | 102 |
|
2024
Q2 | $210K | Buy |
+1,488
| New | +$210K | 0.11% | 141 |
|
2022
Q1 | – | Sell |
-2,607
| Closed | -$284K | – | 177 |
|
2021
Q4 | $284K | Buy |
+2,607
| New | +$284K | 0.22% | 122 |
|