CIBC Private Wealth Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Sell |
7,597
-3,162
| -29% | -$333K | ﹤0.01% | 713 |
|
|
2025
Q1 | $990K | Buy |
10,759
+646
| +6% | +$59.4K | ﹤0.01% | 650 |
|
|
2024
Q4 | $1.12M | Buy |
10,113
+118
| +1% | +$13K | ﹤0.01% | 670 |
|
|
2024
Q3 | $1.43M | Buy |
9,995
+899
| +10% | +$129K | ﹤0.01% | 626 |
|
|
2024
Q2 | $957K | Buy |
9,096
+481
| +6% | +$50.6K | ﹤0.01% | 673 |
|
|
2024
Q1 | $1.02M | Buy |
8,615
+886
| +11% | +$105K | ﹤0.01% | 671 |
|
|
2023
Q4 | $798K | Hold |
7,729
| – | – | ﹤0.01% | 689 |
|
|
2023
Q3 | $572K | Buy |
7,729
+1,543
| +25% | +$114K | ﹤0.01% | 718 |
|
|
2023
Q2 | $481K | Buy |
6,186
+150
| +2% | +$11.7K | ﹤0.01% | 705 |
|
|
2023
Q1 | $352K | Buy |
+6,036
| New | +$352K | ﹤0.01% | 760 |
|
|
2022
Q4 | – | Sell |
-6,036
| Closed | -$226K | – | 924 |
|
|
2022
Q3 | $226K | Hold |
6,036
| – | – | ﹤0.01% | 841 |
|
|
2022
Q2 | $239K | Buy |
6,036
+697
| +13% | +$27.6K | ﹤0.01% | 847 |
|
|
2022
Q1 | $224K | Sell |
5,339
-299
| -5% | -$12.5K | ﹤0.01% | 931 |
|
|
2021
Q4 | $322K | Hold |
5,638
| – | – | ﹤0.01% | 857 |
|
|
2021
Q3 | $259K | Hold |
5,638
| – | – | ﹤0.01% | 854 |
|
|
2021
Q2 | $308K | Hold |
5,638
| – | – | ﹤0.01% | 887 |
|
|
2021
Q1 | $296K | Hold |
5,638
| – | – | ﹤0.01% | 905 |
|
|
2020
Q4 | $243K | Buy |
5,638
+318
| +6% | +$13.7K | ﹤0.01% | 914 |
|
|
2020
Q3 | $246K | Buy |
+5,320
| New | +$246K | ﹤0.01% | 816 |
|
|
2020
Q1 | – | Sell |
-8,470
| Closed | -$329K | – | 911 |
|
|
2019
Q4 | $329K | Sell |
8,470
-406
| -5% | -$15.8K | ﹤0.01% | 783 |
|
|
2019
Q3 | $324K | Sell |
8,876
-1,344
| -13% | -$49.1K | ﹤0.01% | 767 |
|
|
2019
Q2 | $323K | Buy |
10,220
+2,718
| +36% | +$85.9K | ﹤0.01% | 793 |
|
|
2019
Q1 | $210K | Sell |
7,502
-2,715
| -27% | -$76K | ﹤0.01% | 891 |
|
|
2018
Q4 | $266K | Sell |
10,217
-100,411
| -91% | -$2.61M | ﹤0.01% | 788 |
|
|
2018
Q3 | $2.74M | Buy |
110,628
+48,844
| +79% | +$1.21M | 0.01% | 447 |
|
|
2018
Q2 | $1.78M | Buy |
61,784
+19,630
| +47% | +$565K | 0.01% | 533 |
|
|
2018
Q1 | $1.24M | Sell |
42,154
-162
| -0.4% | -$4.77K | 0.01% | 606 |
|
|
2017
Q4 | $1.41M | Buy |
42,316
+18,499
| +78% | +$615K | 0.01% | 596 |
|
|
2017
Q3 | $651K | Buy |
23,817
+1,786
| +8% | +$48.8K | ﹤0.01% | 723 |
|
|
2017
Q2 | $541K | Buy |
+22,031
| New | +$541K | ﹤0.01% | 531 |
|