Capital Investment Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
3,225
-179
| -5% | -$18.9K | 0.01% | 530 |
|
|
2025
Q1 | $350K | Buy |
3,404
+23
| +0.7% | +$2.36K | 0.01% | 509 |
|
|
2024
Q4 | $368K | Buy |
3,381
+335
| +11% | +$36.5K | 0.01% | 474 |
|
|
2024
Q3 | $437K | Buy |
3,046
+6
| +0.2% | +$861 | 0.01% | 430 |
|
|
2024
Q2 | $335K | Buy |
3,040
+2
| +0.1% | +$220 | 0.01% | 473 |
|
|
2024
Q1 | $366K | Sell |
3,038
-63
| -2% | -$7.6K | 0.01% | 449 |
|
|
2023
Q4 | $320K | Buy |
3,101
+297
| +11% | +$30.7K | 0.01% | 454 |
|
|
2023
Q3 | $208K | Buy |
2,804
+2
| +0.1% | +$148 | 0.01% | 543 |
|
|
2023
Q2 | $218K | Buy |
+2,802
| New | +$218K | 0.01% | 495 |
|
|
2021
Q2 | – | Sell |
-3,253
| Closed | -$171K | – | 576 |
|
|
2021
Q1 | $171K | Buy |
+3,253
| New | +$171K | 0.01% | 524 |
|