BOK Financial Private Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | -$3 | – | 681 |
|
|
2024
Q3 | – | Hold |
0
| – | -$1 | – | 534 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 465 |
|
|
2024
Q1 | – | Sell |
-302
| Closed | -$31.2K | – | 528 |
|
|
2023
Q4 | $31.2K | Hold |
302
| – | – | ﹤0.01% | 290 |
|
|
2023
Q3 | $22.4K | Hold |
302
| – | – | ﹤0.01% | 291 |
|
|
2023
Q2 | $23.5K | Sell |
302
-45
| -13% | -$3.5K | ﹤0.01% | 279 |
|
|
2023
Q1 | $20.3K | Buy |
347
+45
| +15% | +$2.63K | ﹤0.01% | 309 |
|
|
2022
Q4 | $13.8K | Hold |
302
| – | – | ﹤0.01% | 311 |
|
|
2022
Q3 | $11K | Hold |
302
| – | – | ﹤0.01% | 325 |
|
|
2022
Q2 | $12K | Buy |
+302
| New | +$12K | ﹤0.01% | 330 |
|