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 |
|