Capital Advisors Ltd’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Sell |
468
-2
| -0.4% | -$209 | 0.01% | 472 |
|
|
2025
Q1 | $48K | Sell |
470
-31
| -6% | -$3.17K | 0.01% | 461 |
|
|
2024
Q4 | $55K | Buy |
501
+19
| +4% | +$2.09K | 0.01% | 431 |
|
|
2024
Q3 | $69K | Buy |
482
+8
| +2% | +$1.15K | 0.01% | 402 |
|
|
2024
Q2 | $52K | Buy |
474
+418
| +746% | +$45.9K | 0.01% | 437 |
|
|
2024
Q1 | $7K | Buy |
56
+4
| +8% | +$500 | ﹤0.01% | 802 |
|
|
2023
Q4 | $5K | Hold |
52
| – | – | ﹤0.01% | 853 |
|
|
2023
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 892 |
|
|
2023
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 897 |
|
|
2023
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 828 |
|
|
2022
Q4 | $2K | Buy |
52
+25
| +93% | +$962 | ﹤0.01% | 889 |
|
|
2022
Q3 | $1K | Buy |
27
+14
| +108% | +$519 | ﹤0.01% | 1089 |
|
|
2022
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 859 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | -$1K | – | 1141 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 729 |
|