Cerity Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Buy |
41,677
+6,240
| +18% | +$658K | 0.01% | 868 |
|
|
2025
Q1 | $3.64M | Sell |
35,437
-10,848
| -23% | -$1.12M | 0.01% | 849 |
|
|
2024
Q4 | $5.33M | Sell |
46,285
-2,114
| -4% | -$243K | 0.01% | 685 |
|
|
2024
Q3 | $6.95M | Buy |
48,399
+4,970
| +11% | +$713K | 0.02% | 600 |
|
|
2024
Q2 | $4.78M | Buy |
43,429
+19,775
| +84% | +$2.18M | 0.01% | 618 |
|
|
2024
Q1 | $2.85M | Buy |
23,654
+5,094
| +27% | +$615K | 0.01% | 836 |
|
|
2023
Q4 | $1.92M | Buy |
18,560
+4,798
| +35% | +$495K | 0.01% | 778 |
|
|
2023
Q3 | $1.02M | Buy |
13,762
+13
| +0.1% | +$963 | 0.01% | 749 |
|
|
2023
Q2 | $1.07M | Buy |
13,749
+502
| +4% | +$39K | ﹤0.01% | 903 |
|
|
2023
Q1 | $775K | Buy |
13,247
+1,600
| +14% | +$93.6K | ﹤0.01% | 1087 |
|
|
2022
Q4 | $530K | Buy |
11,647
+6,083
| +109% | +$277K | ﹤0.01% | 922 |
|
|
2022
Q3 | $209K | Buy |
5,564
+357
| +7% | +$13.4K | ﹤0.01% | 1042 |
|
|
2022
Q2 | $207K | Buy |
+5,207
| New | +$207K | ﹤0.01% | 1066 |
|
|
2022
Q1 | – | Sell |
-4,520
| Closed | -$261K | – | 1067 |
|
|
2021
Q4 | $261K | Buy |
+4,520
| New | +$261K | ﹤0.01% | 828 |
|