Brinker Capital Investments’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Buy
37,806
+3,818
+11% +$403K 0.03% 473
2025
Q1
$3.49M Buy
33,988
+1,539
+5% +$158K 0.03% 471
2024
Q4
$3.53M Buy
32,449
+1,429
+5% +$156K 0.04% 436
2024
Q3
$4.45M Sell
31,020
-3,686
-11% -$529K 0.04% 364
2024
Q2
$3.82M Buy
34,706
+3,787
+12% +$417K 0.04% 392
2024
Q1
$3.73M Sell
30,919
-5,359
-15% -$646K 0.04% 407
2023
Q4
$3.76M Sell
36,278
-7,123
-16% -$739K 0.04% 378
2023
Q3
$3.21M Buy
43,401
+612
+1% +$45.3K 0.04% 409
2023
Q2
$3.32M Buy
42,789
+4,670
+12% +$363K 0.04% 448
2023
Q1
$2.22M Buy
38,119
+19,654
+106% +$1.15M 0.03% 549
2022
Q4
$841K Buy
18,465
+86
+0.5% +$3.92K 0.02% 790
2022
Q3
$689K Buy
18,379
+958
+5% +$35.9K 0.01% 840
2022
Q2
$690K Buy
17,421
+721
+4% +$28.6K 0.01% 867
2022
Q1
$700K Sell
16,700
-1,623
-9% -$68K 0.01% 926
2021
Q4
$1.05M Buy
18,323
+5,863
+47% +$335K 0.02% 803
2021
Q3
$680K Hold
12,460
0.01% 887
2021
Q2
$680K Buy
12,460
+902
+8% +$49.2K 0.01% 941
2021
Q1
$606K Buy
+11,558
New +$606K 0.01% 858
2018
Q3
Sell
-230
Closed -$7K 684
2018
Q2
$7K Buy
+230
New +$7K ﹤0.01% 514