Cape Investment Advisory’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8K | Hold |
36
| – | – | ﹤0.01% | 817 |
|
|
2025
Q1 | $3.7K | Sell |
36
-1
| -3% | -$103 | ﹤0.01% | 815 |
|
|
2024
Q4 | $4.03K | Buy |
37
+5
| +16% | +$545 | ﹤0.01% | 791 |
|
|
2024
Q3 | $4.6K | Hold |
32
| – | – | ﹤0.01% | 722 |
|
|
2024
Q2 | $3.52K | Hold |
32
| – | – | ﹤0.01% | 727 |
|
|
2024
Q1 | $3.86K | Buy |
32
+3
| +10% | +$362 | ﹤0.01% | 688 |
|
|
2023
Q4 | $2.99K | Hold |
29
| – | – | ﹤0.01% | 865 |
|
|
2023
Q3 | $2.15K | Hold |
29
| – | – | ﹤0.01% | 782 |
|
|
2023
Q2 | $2.25K | Hold |
29
| – | – | ﹤0.01% | 760 |
|
|
2023
Q1 | $1.69K | Buy |
+29
| New | +$1.69K | ﹤0.01% | 830 |
|