Colonial Trust’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
2,196
-4
| -0.2% | -$422 | 0.03% | 277 |
|
|
2025
Q1 | $226K | Buy |
2,200
+29
| +1% | +$2.98K | 0.04% | 266 |
|
|
2024
Q4 | $236K | Hold |
2,171
| – | – | 0.04% | 267 |
|
|
2024
Q3 | $312K | Buy |
2,171
+32
| +1% | +$4.59K | 0.05% | 225 |
|
|
2024
Q2 | $235K | Hold |
2,139
| – | – | 0.04% | 245 |
|
|
2024
Q1 | $258K | Sell |
2,139
-25
| -1% | -$3.02K | 0.05% | 239 |
|
|
2023
Q4 | $223K | Hold |
2,164
| – | – | 0.05% | 245 |
|
|
2023
Q3 | $160K | Buy |
2,164
+50
| +2% | +$3.7K | 0.04% | 264 |
|
|
2023
Q2 | $164K | Buy |
2,114
+697
| +49% | +$54.1K | 0.04% | 263 |
|
|
2023
Q1 | $82.6K | Sell |
1,417
-22
| -2% | -$1.28K | 0.02% | 374 |
|
|
2022
Q4 | $65.5K | Buy |
+1,439
| New | +$65.5K | 0.02% | 396 |
|