Annis Gardner Whiting Capital Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.5K | Buy |
544
+57
| +12% | +$6.02K | 0.02% | 392 |
|
|
2025
Q1 | $50.2K | Hold |
487
| – | – | 0.02% | 349 |
|
|
2024
Q4 | $53.1K | Hold |
487
| – | – | 0.01% | 339 |
|
|
2024
Q3 | $70K | Sell |
487
-601
| -55% | -$86.4K | 0.02% | 331 |
|
|
2024
Q2 | $120K | Hold |
1,088
| – | – | 0.03% | 278 |
|
|
2024
Q1 | $131K | Buy |
1,088
+601
| +123% | +$72.6K | 0.05% | 237 |
|
|
2023
Q4 | $50.4K | Hold |
487
| – | – | 0.02% | 303 |
|
|
2023
Q3 | $36.2K | Buy |
+487
| New | +$36.2K | 0.02% | 317 |
|