Berkshire Asset Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
142,773
-236
| -0.2% | -$24.9K | 0.68% | 46 |
|
|
2025
Q1 | $14.8M | Sell |
143,009
-2,520
| -2% | -$260K | 0.71% | 45 |
|
|
2024
Q4 | $16.8M | Sell |
145,529
-5,646
| -4% | -$653K | 0.8% | 42 |
|
|
2024
Q3 | $16.6M | Hold |
151,175
| – | – | 0.85% | 38 |
|
|
2024
Q2 | $16.6M | Sell |
151,175
-1,093
| -0.7% | -$120K | 0.83% | 39 |
|
|
2024
Q1 | $18.4M | Sell |
152,268
-46,324
| -23% | -$5.59M | 0.97% | 39 |
|
|
2023
Q4 | $20.5M | Sell |
198,592
-6,157
| -3% | -$636K | 1.17% | 35 |
|
|
2023
Q3 | $15.2M | Sell |
204,749
-4,103
| -2% | -$304K | 0.95% | 39 |
|
|
2023
Q2 | $16.2M | Sell |
208,852
-1,753
| -0.8% | -$136K | 0.96% | 37 |
|
|
2023
Q1 | $12.3M | Sell |
210,605
-1,396
| -0.7% | -$81.4K | 0.76% | 39 |
|
|
2022
Q4 | $9.65M | Sell |
212,001
-733
| -0.3% | -$33.4K | 0.62% | 43 |
|
|
2022
Q3 | $7.98M | Sell |
212,734
-2,760
| -1% | -$104K | 0.56% | 44 |
|
|
2022
Q2 | $8.54M | Sell |
215,494
-3,473
| -2% | -$138K | 0.56% | 46 |
|
|
2022
Q1 | $9.18M | Sell |
218,967
-3,660
| -2% | -$153K | 0.58% | 44 |
|
|
2021
Q4 | $12.7M | Sell |
222,627
-7,878
| -3% | -$450K | 0.77% | 41 |
|
|
2021
Q3 | $10.6M | Sell |
230,505
-1,049
| -0.5% | -$48.2K | 0.71% | 44 |
|
|
2021
Q2 | $12.6M | Buy |
231,554
+3,806
| +2% | +$208K | 0.85% | 43 |
|
|
2021
Q1 | $11.9M | Sell |
227,748
-7,147
| -3% | -$375K | 0.89% | 41 |
|
|
2020
Q4 | $10.1M | Buy |
234,895
+20,288
| +9% | +$875K | 0.78% | 41 |
|
|
2020
Q3 | $9.93M | Sell |
214,607
-1,542
| -0.7% | -$71.4K | 0.96% | 39 |
|
|
2020
Q2 | $7.36M | Sell |
216,149
-28,817
| -12% | -$981K | 0.68% | 44 |
|
|
2020
Q1 | $5.47M | Buy |
244,966
+25,953
| +12% | +$579K | 0.57% | 48 |
|
|
2019
Q4 | $8.5M | Sell |
219,013
-9,198
| -4% | -$357K | 0.72% | 45 |
|
|
2019
Q3 | $8.34M | Sell |
228,211
-8,116
| -3% | -$297K | 0.72% | 45 |
|
|
2019
Q2 | $7.47M | Sell |
236,327
-6,696
| -3% | -$212K | 0.62% | 49 |
|
|
2019
Q1 | $6.8M | Sell |
243,023
-3,300
| -1% | -$92.3K | 0.58% | 48 |
|
|
2018
Q4 | $6.4M | Sell |
246,323
-10,605
| -4% | -$276K | 0.6% | 51 |
|
|
2018
Q3 | $6.36M | Buy |
256,928
+5,054
| +2% | +$125K | 0.54% | 50 |
|
|
2018
Q2 | $7.24M | Sell |
251,874
-1,634
| -0.6% | -$47K | 0.68% | 46 |
|
|
2018
Q1 | $7.48M | Sell |
253,508
-1,038
| -0.4% | -$30.6K | 0.73% | 45 |
|
|
2017
Q4 | $8.46M | Sell |
254,546
-368
| -0.1% | -$12.2K | 0.82% | 44 |
|
|
2017
Q3 | $6.97M | Sell |
254,914
-5,580
| -2% | -$153K | 0.78% | 46 |
|
|
2017
Q2 | $6.39M | Sell |
260,494
-19,702
| -7% | -$483K | 0.73% | 50 |
|
|
2017
Q1 | $6.6M | Sell |
280,196
-1,009
| -0.4% | -$23.8K | 0.78% | 47 |
|
|
2016
Q4 | $5.17M | Buy |
281,205
+1,427
| +0.5% | +$26.2K | 0.67% | 49 |
|
|
2016
Q3 | $5.61M | Buy |
279,778
+2,914
| +1% | +$58.4K | 0.81% | 44 |
|
|
2016
Q2 | $5.4M | Buy |
276,864
+18,857
| +7% | +$368K | 0.82% | 46 |
|
|
2016
Q1 | $4.83M | Buy |
258,007
+1,046
| +0.4% | +$19.6K | 0.75% | 47 |
|
|
2015
Q4 | $4.58M | Sell |
256,961
-20,081
| -7% | -$358K | 0.76% | 46 |
|
|
2015
Q3 | $5.23M | Buy |
277,042
+3,521
| +1% | +$66.4K | 0.93% | 40 |
|
|
2015
Q2 | $5.51M | Buy |
273,521
+1,168
| +0.4% | +$23.5K | 0.93% | 42 |
|
|
2015
Q1 | $6.05M | Buy |
272,353
+5,528
| +2% | +$123K | 1.01% | 39 |
|
|
2014
Q4 | $5.73M | Buy |
266,825
+6,386
| +2% | +$137K | 0.98% | 38 |
|
|
2014
Q3 | $4.6M | Buy |
260,439
+11,100
| +4% | +$196K | 0.85% | 44 |
|
|
2014
Q2 | $5.03M | Buy |
249,339
+17,261
| +7% | +$348K | 0.93% | 40 |
|
|
2014
Q1 | $4.45M | Sell |
232,078
-586
| -0.3% | -$11.2K | 0.86% | 46 |
|
|
2013
Q4 | $4.74M | Buy |
232,664
+15,883
| +7% | +$324K | 0.89% | 43 |
|
|
2013
Q3 | $3.58M | Buy |
+216,781
| New | +$3.58M | 0.86% | 44 |
|