Concurrent Investment 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 | $701K | Sell |
6,648
-1,564
| -19% | -$165K | 0.01% | 721 |
|
|
2025
Q1 | $844K | Buy |
8,212
+3,831
| +87% | +$394K | 0.02% | 592 |
|
|
2024
Q4 | $477K | Buy |
4,381
+760
| +21% | +$82.8K | 0.01% | 671 |
|
|
2024
Q3 | $520K | Buy |
3,621
+245
| +7% | +$35.2K | 0.02% | 602 |
|
|
2024
Q2 | $372K | Buy |
3,376
+906
| +37% | +$99.8K | 0.01% | 665 |
|
|
2024
Q1 | $298K | Buy |
+2,470
| New | +$298K | 0.01% | 671 |
|