Allworth 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 | $928K | Buy |
8,804
+6,347
| +258% | +$669K | ﹤0.01% | 658 |
|
|
2025
Q1 | $253K | Sell |
2,457
-52
| -2% | -$5.35K | ﹤0.01% | 876 |
|
|
2024
Q4 | $293K | Buy |
2,509
+1,174
| +88% | +$137K | ﹤0.01% | 821 |
|
|
2024
Q3 | $192K | Sell |
1,335
-142
| -10% | -$20.4K | ﹤0.01% | 830 |
|
|
2024
Q2 | $184K | Buy |
1,477
+171
| +13% | +$21.3K | ﹤0.01% | 845 |
|
|
2024
Q1 | $157K | Buy |
1,306
+86
| +7% | +$10.4K | ﹤0.01% | 861 |
|
|
2023
Q4 | $126K | Buy |
1,220
+33
| +3% | +$3.41K | ﹤0.01% | 865 |
|
|
2023
Q3 | $87.9K | Buy |
1,187
+26
| +2% | +$1.93K | ﹤0.01% | 928 |
|
|
2023
Q2 | $90.2K | Sell |
1,161
-3
| -0.3% | -$233 | ﹤0.01% | 930 |
|
|
2023
Q1 | $67.8K | Buy |
1,164
+43
| +4% | +$2.51K | ﹤0.01% | 974 |
|
|
2022
Q4 | $51K | Sell |
1,121
-1,274
| -53% | -$58K | ﹤0.01% | 1004 |
|
|
2022
Q3 | $90K | Buy |
2,395
+1,776
| +287% | +$66.7K | ﹤0.01% | 797 |
|
|
2022
Q2 | $25K | Buy |
619
+12
| +2% | +$485 | ﹤0.01% | 1151 |
|
|
2022
Q1 | $25K | Sell |
607
-331
| -35% | -$13.6K | ﹤0.01% | 1167 |
|
|
2021
Q4 | $54K | Buy |
938
+35
| +4% | +$2.02K | ﹤0.01% | 820 |
|
|
2021
Q3 | $41K | Buy |
903
+341
| +61% | +$15.5K | ﹤0.01% | 831 |
|
|
2021
Q2 | $31K | Hold |
562
| – | – | ﹤0.01% | 738 |
|
|
2021
Q1 | $29K | Hold |
562
| – | – | ﹤0.01% | 695 |
|
|
2020
Q4 | $24K | Buy |
562
+473
| +531% | +$20.2K | ﹤0.01% | 622 |
|
|
2020
Q3 | $4K | Hold |
89
| – | – | ﹤0.01% | 886 |
|
|
2020
Q2 | $3K | Sell |
89
-28
| -24% | -$944 | ﹤0.01% | 959 |
|
|
2020
Q1 | $3K | Hold |
117
| – | – | ﹤0.01% | 994 |
|
|
2019
Q4 | $5K | Hold |
117
| – | – | ﹤0.01% | 767 |
|
|
2019
Q3 | $4K | Hold |
117
| – | – | ﹤0.01% | 724 |
|
|
2019
Q2 | $4K | Hold |
117
| – | – | ﹤0.01% | 714 |
|
|
2019
Q1 | $3K | Buy |
117
+28
| +31% | +$718 | ﹤0.01% | 780 |
|
|
2018
Q4 | $2K | Hold |
89
| – | – | ﹤0.01% | 757 |
|
|
2018
Q3 | $2K | Hold |
89
| – | – | ﹤0.01% | 802 |
|
|
2018
Q2 | $3K | Hold |
89
| – | – | ﹤0.01% | 739 |
|
|
2018
Q1 | $3K | Buy |
+89
| New | +$3K | ﹤0.01% | 669 |
|