Caprock Group’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.79M | Buy |
36,817
+8,531
| +30% | +$879K | 0.12% | 148 |
|
|
2024
Q4 | $3.09M | Buy |
28,286
+157
| +0.6% | +$17.1K | 0.1% | 180 |
|
|
2024
Q3 | $4.04M | Buy |
28,129
+3,993
| +17% | +$574K | 0.15% | 113 |
|
|
2024
Q2 | $2.66M | Buy |
24,136
+19,890
| +468% | +$2.19M | 0.11% | 160 |
|
|
2024
Q1 | $513K | Buy |
4,246
+530
| +14% | +$64K | 0.03% | 404 |
|
|
2023
Q4 | $384K | Buy |
+3,716
| New | +$384K | 0.02% | 468 |
|