Belpointe Asset Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
4,613
-3,701
| -45% | -$390K | 0.02% | 583 |
|
|
2025
Q1 | $855K | Buy |
8,314
+5,037
| +154% | +$518K | 0.04% | 378 |
|
|
2024
Q4 | $431K | Buy |
3,277
+123
| +4% | +$16.2K | 0.03% | 546 |
|
|
2024
Q3 | $453K | Sell |
3,154
-2,294
| -42% | -$329K | 0.03% | 530 |
|
|
2024
Q2 | $600K | Buy |
5,448
+2,331
| +75% | +$257K | 0.04% | 417 |
|
|
2024
Q1 | $376K | Buy |
+3,117
| New | +$376K | 0.03% | 515 |
|
|
2023
Q3 | – | Sell |
-4,815
| Closed | -$374K | – | 703 |
|
|
2023
Q2 | $374K | Sell |
4,815
-7,532
| -61% | -$585K | 0.04% | 381 |
|
|
2023
Q1 | $720K | Buy |
12,347
+326
| +3% | +$19K | 0.04% | 423 |
|
|
2022
Q4 | $547K | Buy |
+12,021
| New | +$547K | 0.03% | 498 |
|
|
2022
Q3 | – | Sell |
-2,525
| Closed | -$100K | – | 1221 |
|
|
2022
Q2 | $100K | Buy |
+2,525
| New | +$100K | 0.01% | 1126 |
|