Cetera Investment Advisers’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.7M Sell
91,984
-1,430
-2% -$151K 0.02% 842
2025
Q1
$9.6M Sell
93,414
-4,612
-5% -$474K 0.02% 794
2024
Q4
$10.7M Sell
98,026
-4,143
-4% -$451K 0.02% 678
2024
Q3
$14.7M Buy
102,169
+1,787
+2% +$256K 0.03% 537
2024
Q2
$11.1M Buy
100,382
+5,794
+6% +$638K 0.03% 631
2024
Q1
$11.4M Buy
94,588
+53,175
+128% +$6.41M 0.03% 620
2023
Q4
$4.27M Sell
41,413
-23,438
-36% -$2.42M 0.03% 494
2023
Q3
$4.8M Buy
64,851
+28,646
+79% +$2.12M 0.04% 426
2023
Q2
$2.81M Buy
36,205
+16,587
+85% +$1.29M 0.02% 620
2023
Q1
$1.14M Sell
19,618
-6,955
-26% -$405K 0.01% 969
2022
Q4
$1.21M Buy
26,573
+17,851
+205% +$813K 0.01% 914
2022
Q3
$327K Sell
8,722
-767
-8% -$28.8K 0.01% 1218
2022
Q2
$376K Sell
9,489
-1,128
-11% -$44.7K 0.01% 1275
2022
Q1
$445K Sell
10,617
-2,221
-17% -$93.1K 0.01% 1240
2021
Q4
$734K Buy
12,838
+2,651
+26% +$152K 0.01% 959
2021
Q3
$468K Sell
10,187
-320
-3% -$14.7K 0.01% 1184
2021
Q2
$573K Buy
10,507
+77
+0.7% +$4.2K 0.01% 1047
2021
Q1
$547K Sell
10,430
-1,180
-10% -$61.9K 0.01% 928
2020
Q4
$501K Buy
11,610
+7,068
+156% +$305K 0.01% 960
2020
Q3
$210K Buy
+4,542
New +$210K 0.02% 588