de Creative Planning Pultegroup PHM Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 12.6 M | Comprar |
91,841
+18,964
| +26% | +USD 2.3 M | 0.01% | 727 |
|
|
2026
Q1 | USD 8.57 M | Comprar |
72,877
+35,774
| +96% | +USD 4.58 M | 0.01% | 798 |
|
|
2025
Q4 | USD 4.35 M | Comprar |
37,103
+5,255
| +17% | +USD 645 k | ﹤0.01% | 1104 |
|
|
2025
Q3 | USD 4.21 M | Comprar |
31,848
+2,122
| +7% | +USD 264 k | ﹤0.01% | 982 |
|
|
2025
Q2 | USD 3.13 M | Comprar |
29,726
+1,899
| +7% | +USD 191 k | ﹤0.01% | 1001 |
|
|
2025
Q1 | USD 2.86 M | Comprar |
27,827
+3,414
| +14% | +USD 369 k | ﹤0.01% | 962 |
|
|
2024
Q4 | USD 2.66 M | Comprar |
24,413
+774
| +3% | +USD 100 k | ﹤0.01% | 966 |
|
|
2024
Q3 | USD 3.39 M | Comprar |
23,639
+1,401
| +6% | +USD 178 k | ﹤0.01% | 802 |
|
|
2024
Q2 | USD 2.45 M | Comprar |
22,238
+2,939
| +15% | +USD 334 k | ﹤0.01% | 905 |
|
|
2024
Q1 | USD 2.33 M | Vender |
19,299
-1,355
| -7% | -USD 145 k | ﹤0.01% | 907 |
|
|
2023
Q4 | USD 2.13 M | Vender |
20,654
-1,875
| -8% | -USD 159 k | ﹤0.01% | 896 |
|
|
2023
Q3 | USD 1.67 M | Vender |
22,529
-1,500
| -6% | -USD 120 k | ﹤0.01% | 938 |
|
|
2023
Q2 | USD 1.87 M | Comprar |
24,029
+3,538
| +17% | +USD 240 k | ﹤0.01% | 851 |
|
|
2023
Q1 | USD 1.19 M | Comprar |
20,491
+2,355
| +13% | +USD 127 k | ﹤0.01% | 987 |
|
|
2022
Q4 | USD 826 k | Comprar |
18,136
+3,958
| +28% | +USD 167 k | ﹤0.01% | 1132 |
|
|
2022
Q3 | USD 532 k | Vender |
14,178
-3,010
| -18% | -USD 127 k | ﹤0.01% | 1296 |
|
|
2022
Q2 | USD 681 k | Vender |
17,188
-4,914
| -22% | -USD 207 k | ﹤0.01% | 1144 |
|
|
2022
Q1 | USD 926 k | Vender |
22,102
-1,627
| -7% | -USD 80.7 k | ﹤0.01% | 1022 |
|
|
2021
Q4 | USD 1.36 M | Vender |
23,729
-529
| -2% | -USD 27.1 k | ﹤0.01% | 823 |
|
|
2021
Q3 | USD 1.11 M | Comprar |
24,258
+5,509
| +29% | +USD 286 k | ﹤0.01% | 896 |
|
|
2021
Q2 | USD 1.02 M | Vender |
18,749
-18,573
| -50% | -USD 1.04 M | ﹤0.01% | 928 |
|
|
2021
Q1 | USD 1.96 M | Comprar |
37,322
+43
| +0.1% | +USD 2.01 k | ﹤0.01% | 735 |
|
|
2020
Q4 | USD 1.61 M | Comprar |
37,279
+16,006
| +75% | +USD 709 k | ﹤0.01% | 749 |
|
|
2020
Q3 | USD 985 k | Comprar |
21,273
+6,223
| +41% | +USD 266 k | ﹤0.01% | 809 |
|
|
2020
Q2 | USD 512 k | Vender |
15,050
-2,126
| -12% | -USD 63.8 k | ﹤0.01% | 1018 |
|
|
2020
Q1 | USD 383 k | Vender |
17,176
-1,399
| -8% | -USD 54 k | ﹤0.01% | 1076 |
|
|
2019
Q4 | USD 721 k | Vender |
18,575
-372
| -2% | -USD 14.5 k | ﹤0.01% | 938 |
|
|
2019
Q3 | USD 693 k | Vender |
18,947
-3,434
| -15% | -USD 114 k | ﹤0.01% | 910 |
|
|
2019
Q2 | USD 708 k | Vender |
22,381
-414
| -2% | -USD 12.9 k | ﹤0.01% | 902 |
|
|
2019
Q1 | USD 637 k | Comprar |
22,795
+2,009
| +10% | +USD 54.7 k | ﹤0.01% | 918 |
|
|
2018
Q4 | USD 540 k | Comprar |
20,786
+2,769
| +15% | +USD 68.5 k | ﹤0.01% | 928 |
|
|
2018
Q3 | USD 446 k | Comprar |
18,017
+455
| +3% | +USD 12.9 k | ﹤0.01% | 1145 |
|
|
2018
Q2 | USD 505 k | Vender |
17,562
-18,028
| -51% | -USD 542 k | ﹤0.01% | 1068 |
|
|
2018
Q1 | USD 1.05 M | Comprar |
35,590
+23,587
| +197% | +USD 732 k | ﹤0.01% | 712 |
|
|
2017
Q4 | USD 399 k | Vender |
12,003
-2,302
| -16% | -USD 71.5 k | ﹤0.01% | 1199 |
|
|
2017
Q3 | USD 391 k | Comprar |
14,305
+658
| +5% | +USD 16.7 k | ﹤0.01% | 1168 |
|
|
2017
Q2 | USD 335 k | Vender |
13,647
-4,102
| -23% | -USD 95.7 k | ﹤0.01% | 1223 |
|
|
2017
Q1 | USD 418 k | Vender |
17,749
-1,004
| -5% | -USD 21.6 k | ﹤0.01% | 1090 |
|
|
2016
Q4 | USD 345 k | Vender |
18,753
-3,548
| -16% | -USD 67.4 k | ﹤0.01% | 1120 |
|
|
2016
Q3 | USD 447 k | Comprar |
22,301
+11,720
| +111% | +USD 243 k | ﹤0.01% | 953 |
|
|
2016
Q2 | USD 206 k | Comprar |
10,581
+4,304
| +69% | +USD 79.8 k | ﹤0.01% | 1241 |
|
|
2016
Q1 | USD 117 k | Vender |
6,277
-325
| -5% | -USD 5.54 k | ﹤0.01% | 1532 |
|
|
2015
Q4 | USD 118 k | Mantener |
6,602
| – | – | ﹤0.01% | 1536 |
|
|
2015
Q3 | USD 125 k | Comprar |
+6,602
| Nuevas | +USD 134 k | ﹤0.01% | 1462 |
|
|
2015
Q2 | – | Vender |
-6,251
| Cerradas | -USD 139 k | – | 2470 |
|
|
2015
Q1 | USD 139 k | Comprar |
6,251
+45
| +0.7% | +USD 980 | ﹤0.01% | 1388 |
|
|
2014
Q4 | USD 133 k | Mantener |
6,206
| – | – | ﹤0.01% | 1386 |
|
|
2014
Q3 | USD 110 k | Comprar |
6,206
+166
| +3% | +USD 3.13 k | ﹤0.01% | 1411 |
|
|
2014
Q2 | USD 122 k | Mantener |
6,040
| – | – | ﹤0.01% | 1314 |
|
|
2014
Q1 | USD 116 k | Comprar |
6,040
+2,700
| +81% | +USD 53.3 k | ﹤0.01% | 1307 |
|
|
2013
Q4 | USD 68 k | Vender |
3,340
-460
| -12% | -USD 8.16 k | ﹤0.01% | 1416 |
|
|
2013
Q3 | USD 63 k | Vender |
3,800
-1,515
| -29% | -USD 25.8 k | ﹤0.01% | 1383 |
|
|
2013
Q2 | USD 101 k | Comprar |
+5,315
| Nuevas | +USD 110 k | ﹤0.01% | 984 |
|
Otros fondos que tienen PHM en su cartera
GA
Posición de Creative Planning en PHM: resumen de T2 2026
Creative Planning aumentó su participación en Pultegroup (PHM) en 26% durante T2 2026, al comprar aproximadamente USD 2.3 M y elevar la posición a 91,841 acciones con un valor de USD 12.6 M. La posición representa 0.01% de la cartera y ocupa el puesto #727.
Creative Planning reportó por primera vez una posición en PHM en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 1,045 fondos que sigue Wall St. Rank mantienen una posición en PHM.
- Al cierre de T2 2026, Creative Planning tenía 91,841 acciones de Pultegroup con un valor de USD 12.6 M.
- Creative Planning compró 18,964 acciones de Pultegroup en T2 2026, por un monto estimado de USD 2.3 M.
- Pultegroup representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 727.
- Creative Planning reportó por primera vez una posición en Pultegroup en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 1,045 fondos que sigue Wall St. Rank tenían Pultegroup en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.