Clearstead Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+1,961
| New | +$207K | ﹤0.01% | 884 |
|
|
2025
Q1 | – | Sell |
-822
| Closed | -$89.5K | – | 2283 |
|
|
2024
Q4 | $89.5K | Sell |
822
-111
| -12% | -$12.1K | ﹤0.01% | 1045 |
|
|
2024
Q3 | $134K | Sell |
933
-410
| -31% | -$58.8K | ﹤0.01% | 957 |
|
|
2024
Q2 | $148K | Buy |
+1,343
| New | +$148K | ﹤0.01% | 910 |
|
|
2022
Q3 | – | Sell |
-124
| Closed | -$5K | – | 1332 |
|
|
2022
Q2 | $5K | Sell |
124
-165
| -57% | -$6.65K | ﹤0.01% | 1004 |
|
|
2022
Q1 | $12K | Buy |
289
+230
| +390% | +$9.55K | ﹤0.01% | 963 |
|
|
2021
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 1067 |
|
|
2021
Q3 | $3K | Sell |
59
-128
| -68% | -$6.51K | ﹤0.01% | 1089 |
|
|
2021
Q2 | $10K | Sell |
187
-92
| -33% | -$4.92K | ﹤0.01% | 800 |
|
|
2021
Q1 | $15K | Buy |
279
+49
| +21% | +$2.63K | ﹤0.01% | 722 |
|
|
2020
Q4 | $10K | Hold |
230
| – | – | ﹤0.01% | 722 |
|
|
2020
Q3 | $11K | Hold |
230
| – | – | ﹤0.01% | 656 |
|
|
2020
Q2 | $8K | Hold |
230
| – | – | ﹤0.01% | 623 |
|
|
2020
Q1 | $5K | Buy |
+230
| New | +$5K | ﹤0.01% | 648 |
|