CAPTRUST Financial Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105M | Buy |
|
|||||
|
2025
Q1 | $101M | Sell |
|
|||||
|
2024
Q4 | $109M | Buy |
|
|||||
|
2024
Q3 | $137M | Buy |
|
|||||
|
2024
Q2 | $103M | Sell |
|
|||||
|
2024
Q1 | $110M | Buy |
|
|||||
|
2023
Q4 | $94.7M | Buy |
|
|||||
|
2023
Q3 | $67.4M | Buy |
|
|||||
|
2023
Q2 | $69.7M | Sell |
|
|||||
|
2023
Q1 | $67.1M | Sell |
|
|||||
|
2022
Q4 | $61.6M | Buy |
|
|||||
|
2022
Q3 | $47.4M | Buy |
|
|||||
|
2022
Q2 | $47.1M | Buy |
|
|||||
|
2022
Q1 | $43.7M | Buy |
|
|||||
|
2021
Q4 | $56.2M | Buy |
|
|||||
|
2021
Q3 | $44.7M | Buy |
|
|||||
|
2021
Q2 | $50.2M | Sell |
|
|||||
|
2021
Q1 | $49.1M | Buy |
|
|||||
|
2020
Q4 | $39M | Buy |
|
|||||
|
2020
Q3 | $38M | Sell |
|
|||||
|
2020
Q2 | $29.5M | Buy |
|
|||||
|
2020
Q1 | $13.1M | Buy |
|
|||||
|
2019
Q4 | $22.2M | Buy |
|
|||||
|
2019
Q3 | $93K | Sell |
|
|||||
|
2019
Q2 | $98K | Sell |
|
|||||
|
2019
Q1 | $136K | Buy |
|
|||||
|
2018
Q4 | $125K | Buy |
|
|||||
|
2018
Q3 | $56K | Buy |
|
|||||
|
2018
Q2 | $50K | Buy |
|
|||||
|
2018
Q1 | $20K | Sell |
|
|||||
|
2017
Q4 | $58K | Buy |
|