Baker Avenue Asset Management’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Buy
4,277
+255
+6% +$26.9K 0.01% 317
2025
Q1
$413K Buy
4,022
+1,143
+40% +$118K 0.01% 320
2024
Q4
$314K Buy
2,879
+5
+0.2% +$544 0.01% 347
2024
Q3
$413K Buy
+2,874
New +$413K 0.01% 307
2023
Q4
Sell
-12,965
Closed -$960K 1163
2023
Q3
$960K Buy
12,965
+565
+5% +$41.8K 0.05% 205
2023
Q2
$963K Buy
12,400
+876
+8% +$68K 0.05% 190
2023
Q1
$672K Buy
11,524
+10,543
+1,075% +$614K 0.04% 222
2022
Q4
$44.7K Buy
+981
New +$44.7K ﹤0.01% 511