Corient Private Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
110,178
-801
| -0.7% | -$84.5K | 0.01% | 536 |
|
|
2025
Q1 | $11.4M | Sell |
110,979
-3,145
| -3% | -$323K | 0.02% | 494 |
|
|
2024
Q4 | $12.4M | Sell |
114,124
-27,443
| -19% | -$2.99M | 0.02% | 466 |
|
|
2024
Q3 | $20.3M | Buy |
141,567
+15,750
| +13% | +$2.26M | 0.03% | 404 |
|
|
2024
Q2 | $13.9M | Buy |
125,817
+978
| +0.8% | +$108K | 0.02% | 455 |
|
|
2024
Q1 | $15.1M | Sell |
124,839
-357
| -0.3% | -$43.1K | 0.03% | 443 |
|
|
2023
Q4 | $12.9M | Sell |
125,196
-2,476
| -2% | -$256K | 0.02% | 470 |
|
|
2023
Q3 | $9.45M | Buy |
127,672
+377
| +0.3% | +$27.9K | 0.02% | 492 |
|
|
2023
Q2 | $9.89M | Sell |
127,295
-6,962
| -5% | -$541K | 0.02% | 477 |
|
|
2023
Q1 | $7.82M | Sell |
134,257
-2,400
| -2% | -$140K | 0.02% | 473 |
|
|
2022
Q4 | $6.22M | Buy |
+136,657
| New | +$6.22M | 0.02% | 450 |
|