Ascent Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Buy |
7,310
+1,509
| +26% | +$159K | 0.03% | 382 |
|
|
2025
Q1 | $596K | Sell |
5,801
-12
| -0.2% | -$1.23K | 0.03% | 423 |
|
|
2024
Q4 | $633K | Buy |
5,813
+800
| +16% | +$87.1K | 0.05% | 340 |
|
|
2024
Q3 | $720K | Buy |
5,013
+825
| +20% | +$118K | 0.05% | 326 |
|
|
2024
Q2 | $461K | Buy |
4,188
+1,068
| +34% | +$118K | 0.04% | 366 |
|
|
2024
Q1 | $376K | Buy |
3,120
+135
| +5% | +$16.3K | 0.03% | 397 |
|
|
2023
Q4 | $315K | Sell |
2,985
-306
| -9% | -$32.3K | 0.03% | 411 |
|
|
2023
Q3 | $266K | Sell |
3,291
-38
| -1% | -$3.08K | 0.03% | 403 |
|
|
2023
Q2 | $286K | Buy |
+3,329
| New | +$286K | 0.03% | 385 |
|