CAMV
Concord Asset Management (Virginia)’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,418
| Closed | -$750K | – | 202 |
|
|
2025
Q1 | $750K | Buy |
7,418
+2,255
| +44% | +$228K | 0.17% | 106 |
|
|
2024
Q4 | $562K | Buy |
5,163
+5
| +0.1% | +$545 | 0.12% | 103 |
|
|
2024
Q3 | $740K | Buy |
5,158
+329
| +7% | +$47.2K | 0.17% | 88 |
|
|
2024
Q2 | $532K | Buy |
4,829
+74
| +2% | +$8.15K | 0.13% | 100 |
|
|
2024
Q1 | $574K | Buy |
4,755
+2,356
| +98% | +$284K | 0.15% | 97 |
|
|
2023
Q4 | $248K | Sell |
2,399
-5,220
| -69% | -$539K | 0.07% | 122 |
|
|
2023
Q3 | $564K | Buy |
7,619
+2,343
| +44% | +$174K | 0.19% | 75 |
|
|
2023
Q2 | $410K | Buy |
5,276
+866
| +20% | +$67.3K | 0.14% | 82 |
|
|
2023
Q1 | $257K | Buy |
+4,410
| New | +$257K | 0.11% | 95 |
|