Concentric Wealth Management, LLC
- SEC CIK
- 0001695345
- Latest filing
- Nov 13, 2024
DHI holding history
Horton D R Inc in every 13F filed by Concentric Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DHI overviewAll 13F holders of DHIFull Q3 2024 holdings
- Shares (Q3 2024)
- 22,239
- Value
- $4.24M
- % of portfolio
- 1.0%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 22,239 | $4.24M | 1.0% | +325+1.5% | Added | Holders |
| Q2 2024 | 21,914 | $3.09M | 0.8% | +1,030+4.9% | Added | Holders |
| Q1 2024 | 20,884 | $3.44M | 0.9% | +2,302+12.4% | Added | Holders |
| Q4 2023 | 18,582 | $2.82M | 0.8% | +18,582 | New | Holders |