Checchi Capital Advisers’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $996K | Sell |
7,259
-437
| -6% | -$53.1K | 0.04% | 218 |
|
|
2026
Q1 | $905K | Buy |
7,696
+500
| +7% | +$64K | 0.05% | 229 |
|
|
2025
Q4 | $844K | Sell |
7,196
-1,298
| -15% | -$159K | 0.04% | 224 |
|
|
2025
Q3 | $1.12M | Sell |
8,494
-1,632
| -16% | -$203K | 0.06% | 187 |
|
|
2025
Q2 | $1.07M | Buy |
10,126
+20
| +0.2% | +$2.02K | 0.06% | 205 |
|
|
2025
Q1 | $1.04M | Sell |
10,106
-11
| -0.1% | -$1.19K | 0.05% | 207 |
|
|
2024
Q4 | $1.1M | Sell |
10,117
-320
| -3% | -$41.5K | 0.06% | 186 |
|
|
2024
Q3 | $1.5M | Hold |
10,437
| – | – | 0.08% | 149 |
|
|
2024
Q2 | $1.15M | Hold |
10,437
| – | – | 0.06% | 172 |
|
|
2024
Q1 | $1.26M | Hold |
10,437
| – | – | 0.1% | 168 |
|
|
2023
Q4 | $1.08M | Sell |
10,437
-171
| -2% | -$14.5K | 0.09% | 177 |
|
|
2023
Q3 | $786K | Sell |
10,608
-361
| -3% | -$28.8K | 0.07% | 204 |
|
|
2023
Q2 | $852K | Buy |
10,969
+411
| +4% | +$27.9K | 0.08% | 191 |
|
|
2023
Q1 | $615K | Sell |
10,558
-5,678
| -35% | -$307K | 0.06% | 238 |
|
|
2022
Q4 | $739K | Sell |
16,236
-14
| -0.1% | -$590 | 0.08% | 198 |
|
|
2022
Q3 | $609K | Buy |
16,250
+178
| +1% | +$7.49K | 0.06% | 223 |
|
|
2022
Q2 | $701K | Buy |
16,072
+407
| +3% | +$17.1K | 0.06% | 222 |
|
|
2022
Q1 | $656K | Hold |
15,665
| – | – | 0.06% | 224 |
|
|
2021
Q4 | $895K | Buy |
15,665
+118
| +0.8% | +$6.05K | 0.08% | 167 |
|
|
2021
Q3 | $714K | Buy |
15,547
+153
| +1% | +$7.95K | 0.07% | 182 |
|
|
2021
Q2 | $840K | Hold |
15,394
| – | – | 0.08% | 168 |
|
|
2021
Q1 | $807K | Buy |
15,394
+42
| +0.3% | +$1.96K | 0.08% | 166 |
|
|
2020
Q4 | $662K | Hold |
15,352
| – | – | 0.07% | 191 |
|
|
2020
Q3 | $711K | Sell |
15,352
-733
| -5% | -$31.4K | 0.08% | 154 |
|
|
2020
Q2 | $547K | Buy |
16,085
+642
| +4% | +$19.3K | 0.07% | 191 |
|
|
2020
Q1 | $345K | Buy |
15,443
+94
| +0.6% | +$3.63K | 0.03% | 228 |
|
|
2019
Q4 | $596K | Sell |
15,349
-738
| -5% | -$28.7K | 0.08% | 178 |
|
|
2019
Q3 | $588K | Buy |
16,087
+802
| +5% | +$26.7K | 0.08% | 169 |
|
|
2019
Q2 | $483K | Buy |
15,285
+31
| +0.2% | +$967 | 0.06% | 198 |
|
|
2019
Q1 | $427K | Sell |
15,254
-12,648
| -45% | -$345K | 0.05% | 210 |
|
|
2018
Q4 | $725K | Buy |
+27,902
| New | +$690K | 0.09% | 127 |
|
|
2016
Q3 | – | Sell |
-1,539
| Closed | -$30K | – | 983 |
|
|
2016
Q2 | $30K | Sell |
1,539
-32
| -2% | -$593 | ﹤0.01% | 1050 |
|
|
2016
Q1 | $29K | Buy |
+1,571
| New | +$26.8K | 0.01% | 1006 |
|
Other funds holding PHM
GA
Checchi Capital Advisers's PHM Position: Q2 2026 in Review
Checchi Capital Advisers reduced its Pultegroup (PHM) stake by 5.7% in Q2 2026, selling an estimated $53.1K and leaving 7,259 shares worth $996K. The position accounts for 0.04% of the portfolio, ranked #218.
Checchi Capital Advisers first reported a position in PHM in Q1 2016 and has held it in 33 quarters since. The position peaked at $1.5M in Q3 2024. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Checchi Capital Advisers held 7,259 shares of Pultegroup worth $996K as of Q2 2026.
- Checchi Capital Advisers sold 437 Pultegroup shares in Q2 2026, an estimated $53.1K.
- Pultegroup made up 0.04% of Checchi Capital Advisers's portfolio in Q2 2026, its #218 holding.
- Checchi Capital Advisers first reported a position in Pultegroup in Q1 2016 and has held it in 33 quarters since.
- Checchi Capital Advisers's Pultegroup position peaked at $1.5M in Q3 2024.
- 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.