Aldebaran Financial’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $496K | Sell |
4,700
-200
| -4% | -$21.1K | 0.55% | 45 |
|
2025
Q1 | $504K | Sell |
4,900
-1,155
| -19% | -$119K | 0.62% | 42 |
|
2024
Q4 | $659K | Buy |
6,055
+690
| +13% | +$75.1K | 0.77% | 34 |
|
2024
Q3 | $770K | Buy |
5,365
+2,670
| +99% | +$383K | 0.91% | 31 |
|
2024
Q2 | $297K | Buy |
+2,695
| New | +$297K | 0.39% | 52 |
|