YHB Investment 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 | $274K | Hold |
2,127
| – | – | 0.02% | 264 |
|
|
2025
Q1 | $270K | Hold |
2,127
| – | – | 0.02% | 250 |
|
|
2024
Q4 | $297K | Hold |
2,127
| – | – | 0.02% | 232 |
|
|
2024
Q3 | $406K | Buy |
2,127
+20
| +0.9% | +$3.82K | 0.03% | 213 |
|
|
2024
Q2 | $297K | Buy |
2,107
+100
| +5% | +$14.1K | 0.03% | 238 |
|
|
2024
Q1 | $330K | Hold |
2,007
| – | – | 0.03% | 224 |
|
|
2023
Q4 | $305K | Hold |
2,007
| – | – | 0.03% | 224 |
|
|
2023
Q3 | $216K | Hold |
2,007
| – | – | 0.02% | 257 |
|
|
2023
Q2 | $244K | Buy |
+2,007
| New | +$244K | 0.02% | 251 |
|
|
2022
Q1 | – | Sell |
-4,697
| Closed | -$509K | – | 302 |
|
|
2021
Q4 | $509K | Hold |
4,697
| – | – | 0.04% | 208 |
|
|
2021
Q3 | $394K | Buy |
4,697
+50
| +1% | +$4.19K | 0.03% | 218 |
|
|
2021
Q2 | $420K | Hold |
4,647
| – | – | 0.04% | 213 |
|
|
2021
Q1 | $448K | Sell |
4,647
-2,975
| -39% | -$287K | 0.04% | 204 |
|
|
2020
Q4 | $525K | Buy |
7,622
+42
| +0.6% | +$2.89K | 0.05% | 191 |
|
|
2020
Q3 | $573K | Buy |
7,580
+3,380
| +80% | +$256K | 0.06% | 183 |
|
|
2020
Q2 | $233K | Buy |
+4,200
| New | +$233K | 0.03% | 166 |
|