Coppell Advisory Solutions’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,271
| Closed | -$138K | – | 1438 |
|
|
2024
Q4 | $138K | Buy |
1,271
+116
| +10% | +$12.6K | 0.02% | 352 |
|
|
2024
Q3 | $165K | Buy |
1,155
+95
| +9% | +$13.6K | 0.02% | 319 |
|
|
2024
Q2 | $117K | Buy |
+1,060
| New | +$117K | 0.02% | 349 |
|
|
2023
Q4 | $91.9K | Buy |
890
+311
| +54% | +$32.1K | 0.02% | 376 |
|
|
2023
Q3 | $26.4K | Buy |
579
+206
| +55% | +$9.38K | 0.01% | 447 |
|
|
2023
Q2 | $28.8K | Buy |
+373
| New | +$28.8K | 0.01% | 490 |
|
|
2023
Q1 | – | Sell |
-579
| Closed | -$26.4K | – | 819 |
|
|
2022
Q4 | $26.4K | Buy |
+579
| New | +$26.4K | 0.01% | 452 |
|