BC
Burney Company’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
17,134
-9,975
| -37% | -$1.05M | 0.06% | 239 |
|
|
2025
Q1 | $2.79M | Sell |
27,109
-70,608
| -72% | -$7.26M | 0.1% | 177 |
|
|
2024
Q4 | $10.6M | Sell |
97,717
-57,327
| -37% | -$6.24M | 0.38% | 67 |
|
|
2024
Q3 | $22.3M | Sell |
155,044
-5,200
| -3% | -$746K | 0.79% | 25 |
|
|
2024
Q2 | $17.6M | Buy |
160,244
+74,786
| +88% | +$8.23M | 0.67% | 31 |
|
|
2024
Q1 | $10.3M | Buy |
85,458
+1,688
| +2% | +$204K | 0.39% | 66 |
|
|
2023
Q4 | $8.65M | Sell |
83,770
-395
| -0.5% | -$40.8K | 0.36% | 72 |
|
|
2023
Q3 | $6.23M | Sell |
84,165
-638
| -0.8% | -$47.2K | 0.29% | 87 |
|
|
2023
Q2 | $6.59M | Sell |
84,803
-2,172
| -2% | -$169K | 0.3% | 88 |
|
|
2023
Q1 | $5.07M | Sell |
86,975
-1,915
| -2% | -$112K | 0.25% | 117 |
|
|
2022
Q4 | $4.05M | Sell |
88,890
-19,198
| -18% | -$874K | 0.21% | 137 |
|
|
2022
Q3 | $4.05M | Sell |
108,088
-701
| -0.6% | -$26.3K | 0.22% | 128 |
|
|
2022
Q2 | $4.31M | Sell |
108,789
-1,997
| -2% | -$79.1K | 0.23% | 125 |
|
|
2022
Q1 | $4.64M | Sell |
110,786
-5,861
| -5% | -$246K | 0.21% | 129 |
|
|
2021
Q4 | $6.67M | Buy |
116,647
+4,910
| +4% | +$281K | 0.29% | 104 |
|
|
2021
Q3 | $5.13M | Buy |
111,737
+856
| +0.8% | +$39.3K | 0.24% | 123 |
|
|
2021
Q2 | $6.05M | Buy |
110,881
+684
| +0.6% | +$37.3K | 0.28% | 111 |
|
|
2021
Q1 | $5.78M | Buy |
110,197
+5,653
| +5% | +$296K | 0.29% | 112 |
|
|
2020
Q4 | $4.51M | Sell |
104,544
-264
| -0.3% | -$11.4K | 0.25% | 124 |
|
|
2020
Q3 | $4.85M | Sell |
104,808
-11,594
| -10% | -$537K | 0.3% | 102 |
|
|
2020
Q2 | $3.96M | Buy |
116,402
+30,694
| +36% | +$1.04M | 0.26% | 118 |
|
|
2020
Q1 | $1.91M | Buy |
85,708
+5,999
| +8% | +$134K | 0.15% | 170 |
|
|
2019
Q4 | $3.09M | Buy |
79,709
+11,577
| +17% | +$449K | 0.17% | 152 |
|
|
2019
Q3 | $2.49M | Buy |
68,132
+23,121
| +51% | +$845K | 0.15% | 173 |
|
|
2019
Q2 | $1.42M | Buy |
+45,011
| New | +$1.42M | 0.09% | 227 |
|