Bank Julius Baer & Co’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Buy |
40,656
+40,610
| +88,283% | +$4.28M | 0.01% | 263 |
|
|
2025
Q1 | $5.34K | Sell |
46
-1,847
| -98% | -$214K | ﹤0.01% | 591 |
|
|
2024
Q4 | $228K | Sell |
1,893
-501
| -21% | -$60.2K | ﹤0.01% | 413 |
|
|
2024
Q3 | $407K | Sell |
2,394
-154
| -6% | -$26.2K | ﹤0.01% | 348 |
|
|
2024
Q2 | $312K | Sell |
2,548
-6,329
| -71% | -$776K | ﹤0.01% | 318 |
|
|
2024
Q1 | $990K | Buy |
+8,877
| New | +$990K | ﹤0.01% | 270 |
|
|
2023
Q3 | – | Sell |
-2,550
| Closed | -$198K | – | 560 |
|
|
2023
Q2 | $198K | Sell |
2,550
-1,430
| -36% | -$111K | ﹤0.01% | 407 |
|
|
2023
Q1 | $232K | Sell |
3,980
-40
| -1% | -$2.33K | ﹤0.01% | 427 |
|
|
2022
Q4 | $183K | Buy |
4,020
+2,929
| +268% | +$133K | ﹤0.01% | 430 |
|
|
2022
Q3 | $41K | Sell |
1,091
-951
| -47% | -$35.7K | ﹤0.01% | 512 |
|
|
2022
Q2 | $81K | Sell |
2,042
-3
| -0.1% | -$119 | ﹤0.01% | 502 |
|
|
2022
Q1 | $86K | Sell |
2,045
-7,531
| -79% | -$317K | ﹤0.01% | 493 |
|
|
2021
Q4 | $547K | Buy |
9,576
+3,099
| +48% | +$177K | ﹤0.01% | 416 |
|
|
2021
Q3 | $297K | Sell |
6,477
-62,059
| -91% | -$2.85M | ﹤0.01% | 503 |
|
|
2021
Q2 | $3.74M | Buy |
68,536
+56,929
| +490% | +$3.11M | 0.02% | 228 |
|
|
2021
Q1 | $609K | Sell |
11,607
-13,926
| -55% | -$731K | ﹤0.01% | 409 |
|
|
2020
Q4 | $1.1M | Buy |
25,533
+13,519
| +113% | +$583K | 0.01% | 336 |
|
|
2020
Q3 | $556K | Sell |
12,014
-59,942
| -83% | -$2.77M | 0.01% | 375 |
|
|
2020
Q2 | $3.39M | Buy |
71,956
+28,322
| +65% | +$1.33M | 0.04% | 163 |
|
|
2020
Q1 | $974K | Buy |
+43,634
| New | +$974K | 0.02% | 230 |
|