Checchi Capital Advisers’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
10,126
+20
| +0.2% | +$2.11K | 0.06% | 201 |
|
|
2025
Q1 | $1.04M | Sell |
10,106
-11
| -0.1% | -$1.13K | 0.05% | 203 |
|
|
2024
Q4 | $1.1M | Sell |
10,117
-320
| -3% | -$34.8K | 0.06% | 182 |
|
|
2024
Q3 | $1.5M | Hold |
10,437
| – | – | 0.08% | 146 |
|
|
2024
Q2 | $1.15M | Hold |
10,437
| – | – | 0.06% | 169 |
|
|
2024
Q1 | $1.26M | Hold |
10,437
| – | – | 0.1% | 168 |
|
|
2023
Q4 | $1.08M | Sell |
10,437
-171
| -2% | -$17.7K | 0.09% | 177 |
|
|
2023
Q3 | $786K | Sell |
10,608
-361
| -3% | -$26.7K | 0.07% | 204 |
|
|
2023
Q2 | $852K | Buy |
10,969
+411
| +4% | +$31.9K | 0.08% | 191 |
|
|
2023
Q1 | $615K | Sell |
10,558
-5,678
| -35% | -$331K | 0.06% | 238 |
|
|
2022
Q4 | $739K | Sell |
16,236
-14
| -0.1% | -$637 | 0.08% | 198 |
|
|
2022
Q3 | $609K | Buy |
16,250
+178
| +1% | +$6.67K | 0.06% | 219 |
|
|
2022
Q2 | $701K | Buy |
16,072
+407
| +3% | +$17.8K | 0.06% | 218 |
|
|
2022
Q1 | $656K | Hold |
15,665
| – | – | 0.06% | 220 |
|
|
2021
Q4 | $895K | Buy |
15,665
+118
| +0.8% | +$6.74K | 0.08% | 162 |
|
|
2021
Q3 | $714K | Buy |
15,547
+153
| +1% | +$7.03K | 0.07% | 177 |
|
|
2021
Q2 | $840K | Hold |
15,394
| – | – | 0.08% | 161 |
|
|
2021
Q1 | $807K | Buy |
15,394
+42
| +0.3% | +$2.2K | 0.08% | 159 |
|
|
2020
Q4 | $662K | Hold |
15,352
| – | – | 0.07% | 182 |
|
|
2020
Q3 | $711K | Sell |
15,352
-733
| -5% | -$33.9K | 0.08% | 147 |
|
|
2020
Q2 | $547K | Buy |
16,085
+642
| +4% | +$21.8K | 0.07% | 183 |
|
|
2020
Q1 | $345K | Buy |
15,443
+94
| +0.6% | +$2.1K | 0.03% | 219 |
|
|
2019
Q4 | $596K | Sell |
15,349
-738
| -5% | -$28.7K | 0.08% | 170 |
|
|
2019
Q3 | $588K | Buy |
16,087
+802
| +5% | +$29.3K | 0.08% | 161 |
|
|
2019
Q2 | $483K | Buy |
15,285
+31
| +0.2% | +$980 | 0.06% | 190 |
|
|
2019
Q1 | $427K | Sell |
15,254
-12,648
| -45% | -$354K | 0.05% | 201 |
|
|
2018
Q4 | $725K | Buy |
+27,902
| New | +$725K | 0.09% | 118 |
|
|
2016
Q3 | – | Sell |
-1,539
| Closed | -$30K | – | 974 |
|
|
2016
Q2 | $30K | Sell |
1,539
-32
| -2% | -$624 | ﹤0.01% | 1041 |
|
|
2016
Q1 | $29K | Buy |
+1,571
| New | +$29K | 0.01% | 999 |
|