Creative Planning’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
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|
2025
Q1 | $2.86M | Buy |
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|
2024
Q4 | $2.66M | Buy |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $2.45M | Buy |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $1.87M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $826K | Buy |
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|
2022
Q3 | $532K | Sell |
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|
2022
Q2 | $681K | Sell |
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|
2022
Q1 | $926K | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.61M | Buy |
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|
2020
Q3 | $985K | Buy |
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|
2020
Q2 | $512K | Sell |
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|
2020
Q1 | $383K | Sell |
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|
2019
Q4 | $721K | Sell |
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|
2019
Q3 | $693K | Sell |
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|
2019
Q2 | $708K | Sell |
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|
2019
Q1 | $637K | Buy |
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|
2018
Q4 | $540K | Buy |
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|
2018
Q3 | $446K | Buy |
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|
2018
Q2 | $505K | Sell |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $399K | Sell |
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|
2017
Q3 | $391K | Buy |
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|
2017
Q2 | $335K | Sell |
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|
2017
Q1 | $418K | Sell |
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|
2016
Q4 | $345K | Sell |
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|
2016
Q3 | $447K | Buy |
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|
2016
Q2 | $206K | Buy |
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|
2016
Q1 | $117K | Sell |
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|
2015
Q4 | $118K | Hold |
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|
2015
Q3 | $125K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $139K | Buy |
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|
2014
Q4 | $133K | Hold |
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|
2014
Q3 | $110K | Buy |
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|
2014
Q2 | $122K | Hold |
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|
2014
Q1 | $116K | Buy |
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|
2013
Q4 | $68K | Sell |
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|
2013
Q3 | $63K | Sell |
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|
2013
Q2 | $101K | Buy |
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