Advisors Asset Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
11,644
+1,276
| +12% | +$135K | 0.02% | 713 |
|
|
2025
Q1 | $1.07M | Buy |
10,368
+1,595
| +18% | +$164K | 0.02% | 727 |
|
|
2024
Q4 | $955K | Buy |
8,773
+4,113
| +88% | +$448K | 0.02% | 752 |
|
|
2024
Q3 | $669K | Buy |
4,660
+1,050
| +29% | +$151K | 0.01% | 844 |
|
|
2024
Q2 | $397K | Buy |
3,610
+1,898
| +111% | +$209K | 0.01% | 960 |
|
|
2024
Q1 | $207K | Sell |
1,712
-1,732
| -50% | -$209K | ﹤0.01% | 1117 |
|
|
2023
Q4 | $355K | Sell |
3,444
-393
| -10% | -$40.6K | 0.01% | 992 |
|
|
2023
Q3 | $284K | Sell |
3,837
-4,688
| -55% | -$347K | 0.01% | 1044 |
|
|
2023
Q2 | $662K | Sell |
8,525
-611
| -7% | -$47.5K | 0.01% | 865 |
|
|
2023
Q1 | $532K | Sell |
9,136
-969
| -10% | -$56.5K | 0.01% | 918 |
|
|
2022
Q4 | $460K | Buy |
10,105
+2,552
| +34% | +$116K | 0.01% | 952 |
|
|
2022
Q3 | $283K | Buy |
7,553
+842
| +13% | +$31.5K | 0.01% | 1067 |
|
|
2022
Q2 | $266K | Buy |
6,711
+4,962
| +284% | +$197K | 0.01% | 1093 |
|
|
2022
Q1 | $73K | Buy |
1,749
+262
| +18% | +$10.9K | ﹤0.01% | 1379 |
|
|
2021
Q4 | $85K | Buy |
1,487
+351
| +31% | +$20.1K | ﹤0.01% | 1391 |
|
|
2021
Q3 | $52K | Buy |
1,136
+446
| +65% | +$20.4K | ﹤0.01% | 1367 |
|
|
2021
Q2 | $38K | Buy |
+690
| New | +$38K | ﹤0.01% | 1364 |
|
|
2020
Q4 | – | Sell |
-1,841
| Closed | -$85K | – | 1535 |
|
|
2020
Q3 | $85K | Sell |
1,841
-537
| -23% | -$24.8K | ﹤0.01% | 1339 |
|
|
2020
Q2 | $81K | Sell |
2,378
-100
| -4% | -$3.41K | ﹤0.01% | 1339 |
|
|
2020
Q1 | $55K | Sell |
2,478
-48
| -2% | -$1.07K | ﹤0.01% | 1299 |
|
|
2019
Q4 | $98K | Sell |
2,526
-19
| -0.7% | -$737 | ﹤0.01% | 1322 |
|
|
2019
Q3 | $93K | Sell |
2,545
-4,692
| -65% | -$171K | ﹤0.01% | 1321 |
|
|
2019
Q2 | $229K | Sell |
7,237
-5,662
| -44% | -$179K | ﹤0.01% | 1164 |
|
|
2019
Q1 | $361K | Sell |
12,899
-192
| -1% | -$5.37K | 0.01% | 1170 |
|
|
2018
Q4 | $340K | Buy |
13,091
+2,648
| +25% | +$68.8K | 0.01% | 1081 |
|
|
2018
Q3 | $259K | Sell |
10,443
-160
| -2% | -$3.97K | ﹤0.01% | 1198 |
|
|
2018
Q2 | $305K | Sell |
10,603
-1,882
| -15% | -$54.1K | 0.01% | 1158 |
|
|
2018
Q1 | $350K | Sell |
12,485
-198
| -2% | -$5.55K | 0.01% | 1130 |
|
|
2017
Q4 | $422K | Buy |
12,683
+891
| +8% | +$29.6K | 0.01% | 1112 |
|
|
2017
Q3 | $322K | Sell |
11,792
-1,844
| -14% | -$50.4K | 0.01% | 1161 |
|
|
2017
Q2 | $334K | Sell |
13,636
-7,926
| -37% | -$194K | 0.01% | 1188 |
|
|
2017
Q1 | $508K | Sell |
21,562
-25,499
| -54% | -$601K | 0.01% | 1097 |
|
|
2016
Q4 | $865K | Sell |
47,061
-4,739
| -9% | -$87.1K | 0.01% | 937 |
|
|
2016
Q3 | $1.04M | Sell |
51,800
-23,827
| -32% | -$477K | 0.02% | 852 |
|
|
2016
Q2 | $1.47M | Sell |
75,627
-5,041
| -6% | -$98.3K | 0.02% | 757 |
|
|
2016
Q1 | $1.51M | Sell |
80,668
-19,410
| -19% | -$363K | 0.03% | 727 |
|
|
2015
Q4 | $1.78M | Buy |
100,078
+12,636
| +14% | +$225K | 0.03% | 693 |
|
|
2015
Q3 | $1.65M | Sell |
87,442
-36,063
| -29% | -$680K | 0.03% | 715 |
|
|
2015
Q2 | $2.49M | Sell |
123,505
-10,887
| -8% | -$219K | 0.03% | 596 |
|
|
2015
Q1 | $2.99M | Buy |
134,392
+5,382
| +4% | +$120K | 0.04% | 526 |
|
|
2014
Q4 | $2.77M | Buy |
129,010
+11,896
| +10% | +$255K | 0.04% | 533 |
|
|
2014
Q3 | $2.07M | Buy |
117,114
+9,254
| +9% | +$163K | 0.03% | 611 |
|
|
2014
Q2 | $2.18M | Buy |
107,860
+20,053
| +23% | +$404K | 0.03% | 583 |
|
|
2014
Q1 | $1.69M | Buy |
87,807
+34,586
| +65% | +$664K | 0.03% | 604 |
|
|
2013
Q4 | $1.08M | Buy |
53,221
+49,178
| +1,216% | +$1M | 0.02% | 722 |
|
|
2013
Q3 | $67K | Buy |
4,043
+1,973
| +95% | +$32.7K | ﹤0.01% | 1503 |
|
|
2013
Q2 | $39K | Buy |
+2,070
| New | +$39K | ﹤0.01% | 1605 |
|