ClearBridge Investments’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.36M | Buy |
79,257
+13,122
| +20% | +$1.38M | 0.01% | 507 |
|
2025
Q1 | $6.8M | Buy |
66,135
+17,552
| +36% | +$1.8M | 0.01% | 543 |
|
2024
Q4 | $5.29M | Buy |
48,583
+6,632
| +16% | +$722K | ﹤0.01% | 571 |
|
2024
Q3 | $6.02M | Buy |
41,951
+31,018
| +284% | +$4.45M | ﹤0.01% | 568 |
|
2024
Q2 | $1.2M | Buy |
10,933
+8,983
| +461% | +$989K | ﹤0.01% | 661 |
|
2024
Q1 | $235K | Hold |
1,950
| – | – | ﹤0.01% | 738 |
|
2023
Q4 | $201K | Buy |
+1,950
| New | +$201K | ﹤0.01% | 742 |
|
2020
Q3 | – | Sell |
-2,030
| Closed | -$69K | – | 930 |
|
2020
Q2 | $69K | Sell |
2,030
-833
| -29% | -$28.3K | ﹤0.01% | 769 |
|
2020
Q1 | $64K | Sell |
2,863
-27
| -0.9% | -$604 | ﹤0.01% | 762 |
|
2019
Q4 | $112K | Buy |
2,890
+860
| +42% | +$33.3K | ﹤0.01% | 770 |
|
2019
Q3 | $74K | Hold |
2,030
| – | – | ﹤0.01% | 791 |
|
2019
Q2 | $64K | Hold |
2,030
| – | – | ﹤0.01% | 798 |
|
2019
Q1 | $57K | Hold |
2,030
| – | – | ﹤0.01% | 826 |
|
2018
Q4 | $53K | Buy |
2,030
+80
| +4% | +$2.09K | ﹤0.01% | 848 |
|
2018
Q3 | $48K | Sell |
1,950
-80
| -4% | -$1.97K | ﹤0.01% | 905 |
|
2018
Q2 | $58K | Hold |
2,030
| – | – | ﹤0.01% | 830 |
|
2018
Q1 | $60K | Sell |
2,030
-5,144
| -72% | -$152K | ﹤0.01% | 828 |
|
2017
Q4 | $239K | Sell |
7,174
-3,046,607
| -100% | -$101M | ﹤0.01% | 737 |
|
2017
Q3 | $83.5M | Sell |
3,053,781
-19,878
| -0.6% | -$543K | 0.08% | 232 |
|
2017
Q2 | $75.4M | Sell |
3,073,659
-36,130
| -1% | -$886K | 0.07% | 240 |
|
2017
Q1 | $73.2M | Sell |
3,109,789
-34,185
| -1% | -$805K | 0.07% | 247 |
|
2016
Q4 | $57.8M | Sell |
3,143,974
-25,752
| -0.8% | -$473K | 0.06% | 264 |
|
2016
Q3 | $63.5M | Sell |
3,169,726
-58,103
| -2% | -$1.16M | 0.07% | 231 |
|
2016
Q2 | $62.9M | Sell |
3,227,829
-59,564
| -2% | -$1.16M | 0.07% | 230 |
|
2016
Q1 | $61.5M | Sell |
3,287,393
-7,732
| -0.2% | -$145K | 0.07% | 232 |
|
2015
Q4 | $58.7M | Buy |
3,295,125
+3,293,175
| +168,881% | +$58.7M | 0.07% | 247 |
|
2015
Q3 | $37K | Hold |
1,950
| – | – | ﹤0.01% | 990 |
|
2015
Q2 | $39K | Hold |
1,950
| – | – | ﹤0.01% | 975 |
|
2015
Q1 | $43K | Hold |
1,950
| – | – | ﹤0.01% | 979 |
|
2014
Q4 | $42K | Hold |
1,950
| – | – | ﹤0.01% | 989 |
|
2014
Q3 | $34K | Hold |
1,950
| – | – | ﹤0.01% | 1001 |
|
2014
Q2 | $39K | Hold |
1,950
| – | – | ﹤0.01% | 1016 |
|
2014
Q1 | $37K | Hold |
1,950
| – | – | ﹤0.01% | 978 |
|
2013
Q4 | $40K | Hold |
1,950
| – | – | ﹤0.01% | 946 |
|
2013
Q3 | $32K | Sell |
1,950
-4,816
| -71% | -$79K | ﹤0.01% | 945 |
|
2013
Q2 | $129K | Buy |
+6,766
| New | +$129K | ﹤0.01% | 829 |
|