Ballentine Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
3,630
+112
| +3% | +$11.8K | 0.01% | 582 |
|
|
2025
Q1 | $362K | Sell |
3,518
-616
| -15% | -$63.3K | 0.01% | 557 |
|
|
2024
Q4 | $450K | Sell |
4,134
-33
| -0.8% | -$3.59K | 0.01% | 451 |
|
|
2024
Q3 | $598K | Sell |
4,167
-371
| -8% | -$53.3K | 0.01% | 376 |
|
|
2024
Q2 | $500K | Buy |
4,538
+781
| +21% | +$86K | 0.01% | 408 |
|
|
2024
Q1 | $453K | Buy |
3,757
+151
| +4% | +$18.2K | 0.01% | 415 |
|
|
2023
Q4 | $372K | Buy |
3,606
+523
| +17% | +$54K | 0.01% | 438 |
|
|
2023
Q3 | $228K | Buy |
3,083
+54
| +2% | +$4K | 0.01% | 520 |
|
|
2023
Q2 | $235K | Buy |
+3,029
| New | +$235K | 0.01% | 508 |
|