Capital Analysts LLC’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $248K | Hold |
2,350
| – | – | 0.01% | 508 |
|
2025
Q1 | $242K | Sell |
2,350
-1,015
| -30% | -$105K | 0.01% | 499 |
|
2024
Q4 | $366K | Buy |
3,365
+55
| +2% | +$5.98K | 0.01% | 378 |
|
2024
Q3 | $475K | Buy |
3,310
+778
| +31% | +$112K | 0.02% | 334 |
|
2024
Q2 | $279K | Buy |
2,532
+840
| +50% | +$92.6K | 0.01% | 407 |
|
2024
Q1 | $204K | Buy |
1,692
+263
| +18% | +$31.7K | 0.01% | 439 |
|
2023
Q4 | $148K | Buy |
1,429
+73
| +5% | +$7.56K | 0.01% | 468 |
|
2023
Q3 | $100K | Buy |
1,356
+207
| +18% | +$15.3K | 0.01% | 487 |
|
2023
Q2 | $89K | Sell |
1,149
-90
| -7% | -$6.97K | ﹤0.01% | 484 |
|
2023
Q1 | $72K | Sell |
1,239
-1,442
| -54% | -$83.8K | ﹤0.01% | 522 |
|
2022
Q4 | $122K | Sell |
2,681
-676
| -20% | -$30.8K | 0.01% | 464 |
|
2022
Q3 | $126K | Buy |
3,357
+677
| +25% | +$25.4K | 0.01% | 412 |
|
2022
Q2 | $106K | Buy |
2,680
+118
| +5% | +$4.67K | 0.01% | 422 |
|
2022
Q1 | $107K | Buy |
2,562
+597
| +30% | +$24.9K | 0.01% | 421 |
|
2021
Q4 | $112K | Hold |
1,965
| – | – | 0.01% | 427 |
|
2021
Q3 | $90K | Hold |
1,965
| – | – | 0.01% | 476 |
|
2021
Q2 | $107K | Sell |
1,965
-24
| -1% | -$1.31K | 0.01% | 437 |
|
2021
Q1 | $104K | Buy |
1,989
+24
| +1% | +$1.26K | 0.01% | 448 |
|
2020
Q4 | $85K | Sell |
1,965
-106
| -5% | -$4.59K | 0.01% | 337 |
|
2020
Q3 | $96K | Hold |
2,071
| – | – | 0.01% | 319 |
|
2020
Q2 | $70K | Hold |
2,071
| – | – | 0.01% | 328 |
|
2020
Q1 | $46K | Hold |
2,071
| – | – | 0.01% | 351 |
|
2019
Q4 | $80K | Hold |
2,071
| – | – | 0.01% | 331 |
|
2019
Q3 | $75K | Hold |
2,071
| – | – | 0.01% | 321 |
|
2019
Q2 | $65K | Sell |
2,071
-308
| -13% | -$9.67K | 0.01% | 333 |
|
2019
Q1 | $66K | Sell |
2,379
-4,450
| -65% | -$123K | 0.01% | 315 |
|
2018
Q4 | $177K | Buy |
6,829
+150
| +2% | +$3.89K | 0.02% | 207 |
|
2018
Q3 | $165K | Buy |
6,679
+196
| +3% | +$4.84K | 0.02% | 206 |
|
2018
Q2 | $186K | Buy |
6,483
+250
| +4% | +$7.17K | 0.02% | 197 |
|
2018
Q1 | $184K | Buy |
6,233
+1,380
| +28% | +$40.7K | 0.02% | 193 |
|
2017
Q4 | $161K | Buy |
4,853
+1,991
| +70% | +$66.1K | 0.02% | 197 |
|
2017
Q3 | $78K | Buy |
2,862
+1,376
| +93% | +$37.5K | 0.01% | 267 |
|
2017
Q2 | $36.5K | Buy |
1,486
+373
| +34% | +$9.15K | 0.01% | 325 |
|
2017
Q1 | $26.2K | Buy |
+1,113
| New | +$26.2K | ﹤0.01% | 301 |
|