AIA
Affinity Investment Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Hold |
7,448
| – | – | 0.59% | 58 |
|
|
2025
Q1 | $766K | Buy |
7,448
+24
| +0.3% | +$2.47K | 0.62% | 59 |
|
|
2024
Q4 | $808K | Sell |
7,424
-4,915
| -40% | -$535K | 0.67% | 57 |
|
|
2024
Q3 | $1.77M | Sell |
12,339
-248
| -2% | -$35.6K | 1.22% | 25 |
|
|
2024
Q2 | $1.39M | Sell |
12,587
-1,219
| -9% | -$134K | 1.04% | 34 |
|
|
2024
Q1 | $1.67M | Sell |
13,806
-7,086
| -34% | -$855K | 1.22% | 27 |
|
|
2023
Q4 | $2.16M | Sell |
20,892
-1,283
| -6% | -$132K | 1.47% | 11 |
|
|
2023
Q3 | $1.64M | Sell |
22,175
-2,595
| -10% | -$192K | 1.06% | 25 |
|
|
2023
Q2 | $1.92M | Sell |
24,770
-2,285
| -8% | -$177K | 1.11% | 19 |
|
|
2023
Q1 | $1.58M | Sell |
27,055
-10,501
| -28% | -$612K | 0.84% | 30 |
|
|
2022
Q4 | $1.71M | Sell |
37,556
-1,743
| -4% | -$79.4K | 0.79% | 40 |
|
|
2022
Q3 | $1.47M | Sell |
39,299
-55
| -0.1% | -$2.06K | 0.77% | 39 |
|
|
2022
Q2 | $1.56M | Buy |
39,354
+10,049
| +34% | +$398K | 0.76% | 41 |
|
|
2022
Q1 | $1.23M | Sell |
29,305
-530
| -2% | -$22.2K | 0.5% | 56 |
|
|
2021
Q4 | $1.71M | Sell |
29,835
-3,421
| -10% | -$196K | 0.68% | 45 |
|
|
2021
Q3 | $1.53M | Sell |
33,256
-7,825
| -19% | -$359K | 0.68% | 46 |
|
|
2021
Q2 | $2.24M | Sell |
41,081
-19,101
| -32% | -$1.04M | 1.01% | 30 |
|
|
2021
Q1 | $3.16M | Sell |
60,182
-503
| -0.8% | -$26.4K | 1.16% | 30 |
|
|
2020
Q4 | $2.62M | Sell |
60,685
-1,497
| -2% | -$64.6K | 1.06% | 34 |
|
|
2020
Q3 | $2.88M | Buy |
62,182
+1,604
| +3% | +$74.2K | 1.26% | 30 |
|
|
2020
Q2 | $2.06M | Sell |
60,578
-13,660
| -18% | -$465K | 0.98% | 38 |
|
|
2020
Q1 | $1.66M | Sell |
74,238
-15,243
| -17% | -$340K | 0.84% | 43 |
|
|
2019
Q4 | $3.47M | Sell |
89,481
-19,107
| -18% | -$741K | 1.26% | 33 |
|
|
2019
Q3 | $3.97M | Buy |
108,588
+22,644
| +26% | +$828K | 1.25% | 39 |
|
|
2019
Q2 | $2.72M | Sell |
85,944
-23,294
| -21% | -$737K | 0.78% | 50 |
|
|
2019
Q1 | $3.05M | Sell |
109,238
-111,455
| -51% | -$3.12M | 0.63% | 56 |
|
|
2018
Q4 | $5.74M | Buy |
220,693
+6,040
| +3% | +$157K | 1% | 48 |
|
|
2018
Q3 | $5.32M | Hold |
214,653
| – | – | 0.7% | 54 |
|
|
2018
Q2 | $6.17M | Sell |
214,653
-43,264
| -17% | -$1.24M | 0.87% | 50 |
|
|
2018
Q1 | $7.61M | Sell |
257,917
-141
| -0.1% | -$4.16K | 0.89% | 51 |
|
|
2017
Q4 | $8.58M | Sell |
258,058
-49,254
| -16% | -$1.64M | 0.97% | 45 |
|
|
2017
Q3 | $8.4M | Sell |
307,312
-1,210
| -0.4% | -$33.1K | 0.97% | 48 |
|
|
2017
Q2 | $7.57M | Sell |
308,522
-116,667
| -27% | -$2.86M | 0.9% | 51 |
|
|
2017
Q1 | $10M | Sell |
425,189
-38,793
| -8% | -$914K | 0.91% | 50 |
|
|
2016
Q4 | $8.53M | Sell |
463,982
-80,910
| -15% | -$1.49M | 0.8% | 55 |
|
|
2016
Q3 | $10.9M | Sell |
544,892
-62,507
| -10% | -$1.25M | 0.93% | 50 |
|
|
2016
Q2 | $11.8M | Buy |
607,399
+65,692
| +12% | +$1.28M | 0.87% | 52 |
|
|
2016
Q1 | $10.1M | Sell |
541,707
-1,760
| -0.3% | -$32.9K | 0.89% | 53 |
|
|
2015
Q4 | $9.69M | Buy |
543,467
+9,210
| +2% | +$164K | 0.83% | 52 |
|
|
2015
Q3 | $10.1M | Sell |
534,257
-63,648
| -11% | -$1.2M | 0.92% | 48 |
|
|
2015
Q2 | $12M | Sell |
597,905
-50,096
| -8% | -$1.01M | 0.96% | 49 |
|
|
2015
Q1 | $14.4M | Sell |
648,001
-79,013
| -11% | -$1.76M | 1.04% | 47 |
|
|
2014
Q4 | $15.6M | Buy |
727,014
+33,116
| +5% | +$711K | 1.44% | 29 |
|
|
2014
Q3 | $12.3M | Buy |
693,898
+204,339
| +42% | +$3.61M | 1.24% | 37 |
|
|
2014
Q2 | $9.87M | Buy |
489,559
+20,131
| +4% | +$406K | 1.12% | 51 |
|
|
2014
Q1 | $9.01M | Sell |
469,428
-20
| -0% | -$384 | 1.06% | 52 |
|
|
2013
Q4 | $9.56M | Sell |
469,448
-1,149
| -0.2% | -$23.4K | 1.16% | 48 |
|
|
2013
Q3 | $7.77M | Buy |
470,597
+77,521
| +20% | +$1.28M | 1.01% | 53 |
|
|
2013
Q2 | $7.46M | Buy |
+393,076
| New | +$7.46M | 0.65% | 61 |
|