ACA
Aptus Capital Advisors’s Pultegroup PHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.3M | Buy |
144,704
+10,077
| +7% | +$1.06M | 0.12% | 137 |
|
2025
Q1 | $13.8M | Buy |
134,627
+9,847
| +8% | +$1.01M | 0.14% | 136 |
|
2024
Q4 | $13.6M | Buy |
124,780
+13,739
| +12% | +$1.5M | 0.14% | 118 |
|
2024
Q3 | $15.9M | Buy |
111,041
+18,393
| +20% | +$2.64M | 0.24% | 101 |
|
2024
Q2 | $10.2M | Buy |
92,648
+20,555
| +29% | +$2.26M | 0.18% | 108 |
|
2024
Q1 | $8.7M | Buy |
72,093
+5,564
| +8% | +$671K | 0.16% | 117 |
|
2023
Q4 | $6.87M | Sell |
66,529
-274
| -0.4% | -$28.3K | 0.19% | 102 |
|
2023
Q3 | $4.95M | Sell |
66,803
-40,426
| -38% | -$2.99M | 0.13% | 130 |
|
2023
Q2 | $8.33M | Sell |
107,229
-11,288
| -10% | -$877K | 0.2% | 87 |
|
2023
Q1 | $6.91M | Sell |
118,517
-170,320
| -59% | -$9.93M | 0.19% | 103 |
|
2022
Q4 | $13.2M | Sell |
288,837
-57,833
| -17% | -$2.63M | 0.4% | 47 |
|
2022
Q3 | $13M | Buy |
346,670
+174,117
| +101% | +$6.54M | 0.31% | 39 |
|
2022
Q2 | $6.85M | Buy |
+172,553
| New | +$6.85M | 0.18% | 74 |
|