ACA
Atlas Capital Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Sell |
8,071
-307
| -4% | -$32.4K | 0.1% | 172 |
|
|
2025
Q1 | $861K | Sell |
8,378
-506
| -6% | -$52K | 0.11% | 164 |
|
|
2024
Q4 | $967K | Sell |
8,884
-31
| -0.3% | -$3.38K | 0.12% | 144 |
|
|
2024
Q3 | $1.28M | Hold |
8,915
| – | – | 0.2% | 102 |
|
|
2024
Q2 | $982K | Sell |
8,915
-1,047
| -11% | -$115K | 0.13% | 129 |
|
|
2024
Q1 | $1.2M | Buy |
9,962
+225
| +2% | +$27.1K | 0.19% | 101 |
|
|
2023
Q4 | $1.01M | Buy |
9,737
+345
| +4% | +$35.6K | 0.15% | 121 |
|
|
2023
Q3 | $695K | Buy |
9,392
+248
| +3% | +$18.4K | 0.11% | 142 |
|
|
2023
Q2 | $710K | Buy |
9,144
+1,602
| +21% | +$124K | 0.11% | 147 |
|
|
2023
Q1 | $440K | Buy |
7,542
+907
| +14% | +$52.9K | 0.07% | 214 |
|
|
2022
Q4 | $302K | Hold |
6,635
| – | – | 0.05% | 263 |
|
|
2022
Q3 | $249K | Hold |
6,635
| – | – | 0.05% | 305 |
|
|
2022
Q2 | $263K | Sell |
6,635
-1,759
| -21% | -$69.7K | 0.04% | 311 |
|
|
2022
Q1 | $352K | Sell |
8,394
-214
| -2% | -$8.97K | 0.05% | 261 |
|
|
2021
Q4 | $492K | Sell |
8,608
-311
| -3% | -$17.8K | 0.07% | 216 |
|
|
2021
Q3 | $410K | Hold |
8,919
| – | – | 0.07% | 233 |
|
|
2021
Q2 | $487K | Hold |
8,919
| – | – | 0.08% | 210 |
|
|
2021
Q1 | $468K | Sell |
8,919
-207
| -2% | -$10.9K | 0.09% | 206 |
|
|
2020
Q4 | $394K | Sell |
9,126
-816
| -8% | -$35.2K | 0.08% | 213 |
|
|
2020
Q3 | $460K | Sell |
9,942
-497
| -5% | -$23K | 0.11% | 195 |
|
|
2020
Q2 | $355K | Buy |
10,439
+5,502
| +111% | +$187K | 0.08% | 226 |
|
|
2020
Q1 | $110K | Sell |
4,937
-2,401
| -33% | -$53.6K | 0.03% | 352 |
|
|
2019
Q4 | $285K | Buy |
7,338
+211
| +3% | +$8.19K | 0.07% | 273 |
|
|
2019
Q3 | $260K | Sell |
7,127
-462
| -6% | -$16.9K | 0.08% | 273 |
|
|
2019
Q2 | $240K | Buy |
7,589
+5,902
| +350% | +$187K | 0.08% | 264 |
|
|
2019
Q1 | $47.2K | Hold |
1,687
| – | – | 0.02% | 425 |
|
|
2018
Q4 | $43.8K | Sell |
1,687
-2,756
| -62% | -$71.6K | 0.02% | 421 |
|
|
2018
Q3 | $107K | Sell |
4,443
-5,543
| -56% | -$134K | 0.04% | 351 |
|
|
2018
Q2 | $309K | Buy |
9,986
+5,736
| +135% | +$177K | 0.11% | 223 |
|
|
2018
Q1 | $125K | Buy |
+4,250
| New | +$125K | 0.04% | 322 |
|