Beacon Investment Advisory Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
5,226
-318
| -6% | -$33.5K | 0.02% | 165 |
|
|
2025
Q1 | $570K | Hold |
5,544
| – | – | 0.03% | 157 |
|
|
2024
Q4 | $604K | Hold |
5,544
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $796K | Sell |
5,544
-91
| -2% | -$13.1K | 0.03% | 153 |
|
|
2024
Q2 | $620K | Hold |
5,635
| – | – | 0.03% | 160 |
|
|
2024
Q1 | $680K | Buy |
5,635
+2
| +0% | +$241 | 0.03% | 160 |
|
|
2023
Q4 | $581K | Buy |
5,633
+17
| +0.3% | +$1.76K | 0.03% | 171 |
|
|
2023
Q3 | $416K | Buy |
5,616
+30
| +0.5% | +$2.22K | 0.02% | 203 |
|
|
2023
Q2 | $434K | Hold |
5,586
| – | – | 0.02% | 208 |
|
|
2023
Q1 | $326K | Sell |
5,586
-55
| -1% | -$3.21K | 0.02% | 223 |
|
|
2022
Q4 | $257K | Buy |
+5,641
| New | +$257K | 0.01% | 248 |
|
|
2022
Q3 | – | Sell |
-5,765
| Closed | -$228K | – | 285 |
|
|
2022
Q2 | $228K | Sell |
5,765
-13
| -0.2% | -$514 | 0.01% | 259 |
|
|
2022
Q1 | $242K | Sell |
5,778
-23
| -0.4% | -$963 | 0.01% | 270 |
|
|
2021
Q4 | $332K | Buy |
+5,801
| New | +$332K | 0.01% | 249 |
|