AXS 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 | – | Sell |
-12,795
| Closed | -$1.32M | – | 202 |
|
|
2025
Q1 | $1.32M | Sell |
12,795
-6,509
| -34% | -$669K | 0.36% | 119 |
|
|
2024
Q4 | $2.1M | Buy |
19,304
+9,385
| +95% | +$1.02M | 0.59% | 39 |
|
|
2024
Q3 | $1.42M | Sell |
9,919
-378
| -4% | -$54.3K | 0.38% | 114 |
|
|
2024
Q2 | $1.13M | Sell |
10,297
-1,094
| -10% | -$120K | 0.32% | 150 |
|
|
2024
Q1 | $1.37M | Sell |
11,391
-2,737
| -19% | -$330K | 0.33% | 101 |
|
|
2023
Q4 | $1.46M | Sell |
14,128
-1,055
| -7% | -$109K | 0.35% | 84 |
|
|
2023
Q3 | $1.12M | Sell |
15,183
-2,312
| -13% | -$171K | 0.29% | 139 |
|
|
2023
Q2 | $1.36M | Sell |
17,495
-5,754
| -25% | -$447K | 0.36% | 83 |
|
|
2023
Q1 | $1.35M | Sell |
23,249
-2,088
| -8% | -$122K | 0.45% | 57 |
|
|
2022
Q4 | $1.15M | Buy |
+25,337
| New | +$1.15M | 0.41% | 74 |
|