Bell Investment Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Hold |
197
| – | – | ﹤0.01% | 418 |
|
|
2025
Q1 | $20.3K | Sell |
197
-8
| -4% | -$822 | ﹤0.01% | 383 |
|
|
2024
Q4 | $22.3K | Sell |
205
-29
| -12% | -$3.16K | ﹤0.01% | 359 |
|
|
2024
Q3 | $33.6K | Hold |
234
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $25.8K | Hold |
234
| – | – | 0.01% | 334 |
|
|
2024
Q1 | $28.2K | Buy |
234
+13
| +6% | +$1.57K | 0.01% | 311 |
|
|
2023
Q4 | $22.8K | Buy |
221
+14
| +7% | +$1.45K | ﹤0.01% | 329 |
|
|
2023
Q3 | $15.3K | Buy |
207
+58
| +39% | +$4.3K | ﹤0.01% | 375 |
|
|
2023
Q2 | $11.6K | Hold |
149
| – | – | ﹤0.01% | 461 |
|
|
2023
Q1 | $8.68K | Buy |
149
+9
| +6% | +$525 | ﹤0.01% | 537 |
|
|
2022
Q4 | $6.37K | Buy |
140
+87
| +164% | +$3.96K | ﹤0.01% | 685 |
|
|
2022
Q3 | $2K | Sell |
53
-11
| -17% | -$415 | ﹤0.01% | 1185 |
|
|
2022
Q2 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 998 |
|
|
2021
Q4 | $2K | Buy |
29
+19
| +190% | +$1.31K | ﹤0.01% | 1201 |
|
|
2021
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1804 |
|