Atria Investments’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
13,205
-2,139
| -14% | -$226K | 0.02% | 887 |
|
|
2025
Q1 | $1.58M | Buy |
15,344
+3,139
| +26% | +$323K | 0.02% | 803 |
|
|
2024
Q4 | $1.33M | Sell |
12,205
-1,352
| -10% | -$147K | 0.02% | 847 |
|
|
2024
Q3 | $1.95M | Sell |
13,557
-2,148
| -14% | -$308K | 0.02% | 682 |
|
|
2024
Q2 | $1.73M | Buy |
15,705
+2,358
| +18% | +$260K | 0.02% | 699 |
|
|
2024
Q1 | $1.61M | Buy |
13,347
+3,017
| +29% | +$364K | 0.02% | 744 |
|
|
2023
Q4 | $1.07M | Buy |
+10,330
| New | +$1.07M | 0.02% | 869 |
|
|
2019
Q2 | – | Sell |
-10,561
| Closed | -$295K | – | 1059 |
|
|
2019
Q1 | $295K | Buy |
10,561
+1,429
| +16% | +$39.9K | 0.01% | 710 |
|
|
2018
Q4 | $237K | Buy |
+9,132
| New | +$237K | 0.01% | 751 |
|
|
2017
Q3 | – | Sell |
-14,453
| Closed | -$355K | – | 818 |
|
|
2017
Q2 | $355K | Sell |
14,453
-2,274
| -14% | -$55.9K | 0.02% | 512 |
|
|
2017
Q1 | $394K | Sell |
16,727
-3,458
| -17% | -$81.5K | 0.03% | 447 |
|
|
2016
Q4 | $371K | Buy |
20,185
+2,487
| +14% | +$45.7K | 0.03% | 407 |
|
|
2016
Q3 | $355K | Buy |
17,698
+33
| +0.2% | +$662 | 0.03% | 369 |
|
|
2016
Q2 | $359K | Sell |
17,665
-468
| -3% | -$9.51K | 0.04% | 332 |
|
|
2016
Q1 | $339K | Buy |
+18,133
| New | +$339K | 0.04% | 340 |
|