Concourse Financial Group Securities’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,851
| Closed | -$216K | – | 6017 |
|
|
2024
Q4 | $216K | Buy |
1,851
+9
| +0.5% | +$1.05K | 0.01% | 703 |
|
|
2024
Q3 | $265K | Buy |
1,842
+40
| +2% | +$5.75K | 0.02% | 623 |
|
|
2024
Q2 | $199K | Buy |
1,802
+297
| +20% | +$32.8K | 0.01% | 692 |
|
|
2024
Q1 | $182K | Buy |
1,505
+909
| +153% | +$110K | 0.01% | 709 |
|
|
2023
Q4 | $61.6K | Sell |
596
-20
| -3% | -$2.07K | ﹤0.01% | 1062 |
|
|
2023
Q3 | $45.7K | Buy |
616
+124
| +25% | +$9.2K | ﹤0.01% | 1114 |
|
|
2023
Q2 | $38.3K | Buy |
492
+217
| +79% | +$16.9K | ﹤0.01% | 1194 |
|
|
2023
Q1 | $16.1K | Buy |
275
+33
| +14% | +$1.93K | ﹤0.01% | 1525 |
|
|
2022
Q4 | $11.1K | Sell |
242
-32
| -12% | -$1.46K | ﹤0.01% | 1622 |
|
|
2022
Q3 | $10K | Sell |
274
-17
| -6% | -$620 | ﹤0.01% | 1483 |
|
|
2022
Q2 | $12K | Buy |
291
+76
| +35% | +$3.13K | ﹤0.01% | 1609 |
|
|
2022
Q1 | $9K | Sell |
215
-1,984
| -90% | -$83.1K | ﹤0.01% | 1720 |
|
|
2021
Q4 | $126K | Sell |
2,199
-26
| -1% | -$1.49K | 0.01% | 894 |
|
|
2021
Q3 | $102K | Sell |
2,225
-48
| -2% | -$2.2K | 0.01% | 977 |
|
|
2021
Q2 | $124K | Sell |
2,273
-37
| -2% | -$2.02K | 0.01% | 898 |
|
|
2021
Q1 | $121K | Buy |
2,310
+21
| +0.9% | +$1.1K | 0.01% | 855 |
|
|
2020
Q4 | $99K | Buy |
2,289
+39
| +2% | +$1.69K | 0.01% | 893 |
|
|
2020
Q3 | $104K | Buy |
2,250
+20
| +0.9% | +$924 | 0.01% | 765 |
|
|
2020
Q2 | $76K | Buy |
2,230
+2,182
| +4,546% | +$74.4K | 0.01% | 820 |
|
|
2020
Q1 | $1K | Sell |
48
-6,103
| -99% | -$127K | ﹤0.01% | 2068 |
|
|
2019
Q4 | $239K | Buy |
6,151
+6,017
| +4,490% | +$234K | 0.02% | 460 |
|
|
2019
Q3 | $5K | Sell |
134
-4,831
| -97% | -$180K | ﹤0.01% | 1327 |
|
|
2019
Q2 | $158K | Sell |
4,965
-4,793
| -49% | -$153K | 0.02% | 537 |
|
|
2019
Q1 | $272K | Buy |
9,758
+4,055
| +71% | +$113K | 0.03% | 389 |
|
|
2018
Q4 | $148K | Buy |
5,703
+5,444
| +2,102% | +$141K | 0.02% | 518 |
|
|
2018
Q3 | $6K | Buy |
+259
| New | +$6K | ﹤0.01% | 1345 |
|