AlTi Global’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$869K Sell
7,640
-1
-0% -$114 0.02% 249
2025
Q1
$786K Sell
7,641
-32
-0.4% -$3.29K 0.02% 235
2024
Q4
$898K Sell
7,673
-90
-1% -$10.5K 0.02% 229
2024
Q3
$1.12M Sell
7,763
-170
-2% -$24.4K 0.03% 203
2024
Q2
$875K Sell
7,933
-671
-8% -$74K 0.02% 217
2024
Q1
$1.04M Sell
8,604
-4,091
-32% -$494K 0.03% 195
2023
Q4
$1.31M Buy
+12,695
New +$1.31M 0.04% 166