Creative Planning’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
29,726
+1,899
| +7% | +$200K | ﹤0.01% | 998 |
|
|
2025
Q1 | $2.86M | Buy |
27,827
+3,414
| +14% | +$351K | ﹤0.01% | 961 |
|
|
2024
Q4 | $2.66M | Buy |
24,413
+774
| +3% | +$84.3K | ﹤0.01% | 964 |
|
|
2024
Q3 | $3.39M | Buy |
23,639
+1,401
| +6% | +$201K | ﹤0.01% | 802 |
|
|
2024
Q2 | $2.45M | Buy |
22,238
+2,939
| +15% | +$324K | ﹤0.01% | 903 |
|
|
2024
Q1 | $2.33M | Sell |
19,299
-1,355
| -7% | -$163K | ﹤0.01% | 906 |
|
|
2023
Q4 | $2.13M | Sell |
20,654
-1,875
| -8% | -$194K | ﹤0.01% | 894 |
|
|
2023
Q3 | $1.67M | Sell |
22,529
-1,500
| -6% | -$111K | ﹤0.01% | 935 |
|
|
2023
Q2 | $1.87M | Buy |
24,029
+3,538
| +17% | +$275K | ﹤0.01% | 848 |
|
|
2023
Q1 | $1.19M | Buy |
20,491
+2,355
| +13% | +$137K | ﹤0.01% | 984 |
|
|
2022
Q4 | $826K | Buy |
18,136
+3,958
| +28% | +$180K | ﹤0.01% | 1128 |
|
|
2022
Q3 | $532K | Sell |
14,178
-3,010
| -18% | -$113K | ﹤0.01% | 1288 |
|
|
2022
Q2 | $681K | Sell |
17,188
-4,914
| -22% | -$195K | ﹤0.01% | 1140 |
|
|
2022
Q1 | $926K | Sell |
22,102
-1,627
| -7% | -$68.2K | ﹤0.01% | 1021 |
|
|
2021
Q4 | $1.36M | Sell |
23,729
-529
| -2% | -$30.2K | ﹤0.01% | 823 |
|
|
2021
Q3 | $1.11M | Buy |
24,258
+5,509
| +29% | +$253K | ﹤0.01% | 896 |
|
|
2021
Q2 | $1.02M | Sell |
18,749
-18,573
| -50% | -$1.01M | ﹤0.01% | 928 |
|
|
2021
Q1 | $1.96M | Buy |
37,322
+43
| +0.1% | +$2.26K | ﹤0.01% | 727 |
|
|
2020
Q4 | $1.61M | Buy |
37,279
+16,006
| +75% | +$690K | ﹤0.01% | 740 |
|
|
2020
Q3 | $985K | Buy |
21,273
+6,223
| +41% | +$288K | ﹤0.01% | 801 |
|
|
2020
Q2 | $512K | Sell |
15,050
-2,126
| -12% | -$72.3K | ﹤0.01% | 1008 |
|
|
2020
Q1 | $383K | Sell |
17,176
-1,399
| -8% | -$31.2K | ﹤0.01% | 1065 |
|
|
2019
Q4 | $721K | Sell |
18,575
-372
| -2% | -$14.4K | ﹤0.01% | 932 |
|
|
2019
Q3 | $693K | Sell |
18,947
-3,434
| -15% | -$126K | ﹤0.01% | 907 |
|
|
2019
Q2 | $708K | Sell |
22,381
-414
| -2% | -$13.1K | ﹤0.01% | 898 |
|
|
2019
Q1 | $637K | Buy |
22,795
+2,009
| +10% | +$56.1K | ﹤0.01% | 915 |
|
|
2018
Q4 | $540K | Buy |
20,786
+2,769
| +15% | +$71.9K | ﹤0.01% | 923 |
|
|
2018
Q3 | $446K | Buy |
18,017
+455
| +3% | +$11.3K | ﹤0.01% | 1136 |
|
|
2018
Q2 | $505K | Sell |
17,562
-18,028
| -51% | -$518K | ﹤0.01% | 1059 |
|
|
2018
Q1 | $1.05M | Buy |
35,590
+23,587
| +197% | +$696K | ﹤0.01% | 707 |
|
|
2017
Q4 | $399K | Sell |
12,003
-2,302
| -16% | -$76.5K | ﹤0.01% | 1189 |
|
|
2017
Q3 | $391K | Buy |
14,305
+658
| +5% | +$18K | ﹤0.01% | 1160 |
|
|
2017
Q2 | $335K | Sell |
13,647
-4,102
| -23% | -$101K | ﹤0.01% | 1212 |
|
|
2017
Q1 | $418K | Sell |
17,749
-1,004
| -5% | -$23.6K | ﹤0.01% | 1083 |
|
|
2016
Q4 | $345K | Sell |
18,753
-3,548
| -16% | -$65.3K | ﹤0.01% | 1112 |
|
|
2016
Q3 | $447K | Buy |
22,301
+11,720
| +111% | +$235K | ﹤0.01% | 949 |
|
|
2016
Q2 | $206K | Buy |
10,581
+4,304
| +69% | +$83.8K | ﹤0.01% | 1235 |
|
|
2016
Q1 | $117K | Sell |
6,277
-325
| -5% | -$6.06K | ﹤0.01% | 1526 |
|
|
2015
Q4 | $118K | Hold |
6,602
| – | – | ﹤0.01% | 1524 |
|
|
2015
Q3 | $125K | Buy |
+6,602
| New | +$125K | ﹤0.01% | 1454 |
|
|
2015
Q2 | – | Sell |
-6,251
| Closed | -$139K | – | 2358 |
|
|
2015
Q1 | $139K | Buy |
6,251
+45
| +0.7% | +$1K | ﹤0.01% | 1379 |
|
|
2014
Q4 | $133K | Hold |
6,206
| – | – | ﹤0.01% | 1379 |
|
|
2014
Q3 | $110K | Buy |
6,206
+166
| +3% | +$2.94K | ﹤0.01% | 1402 |
|
|
2014
Q2 | $122K | Hold |
6,040
| – | – | ﹤0.01% | 1306 |
|
|
2014
Q1 | $116K | Buy |
6,040
+2,700
| +81% | +$51.9K | ﹤0.01% | 1303 |
|
|
2013
Q4 | $68K | Sell |
3,340
-460
| -12% | -$9.37K | ﹤0.01% | 1416 |
|
|
2013
Q3 | $63K | Sell |
3,800
-1,515
| -29% | -$25.1K | ﹤0.01% | 1383 |
|
|
2013
Q2 | $101K | Buy |
+5,315
| New | +$101K | ﹤0.01% | 984 |
|