Cresset Asset Management’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$655K Sell
6,200
-242
-4% -$25.6K ﹤0.01% 937
2025
Q1
$664K Buy
6,442
+1,205
+23% +$124K ﹤0.01% 921
2024
Q4
$571K Sell
5,237
-26,076
-83% -$2.84M ﹤0.01% 1006
2024
Q3
$4.5M Buy
31,313
+15
+0% +$2.16K 0.02% 467
2024
Q2
$3.45M Buy
31,298
+2,810
+10% +$310K 0.01% 502
2024
Q1
$3.44M Buy
28,488
+389
+1% +$47K 0.02% 444
2023
Q4
$2.91M Sell
28,099
-769
-3% -$79.5K 0.02% 438
2023
Q3
$2.14M Buy
28,868
+1,672
+6% +$124K 0.01% 506
2023
Q2
$2.12M Buy
+27,196
New +$2.12M ﹤0.01% 511
2022
Q2
Sell
-7,056
Closed -$296K 1055
2022
Q1
$296K Sell
7,056
-24
-0.3% -$1.01K ﹤0.01% 784
2021
Q4
$405K Buy
7,080
+2,149
+44% +$123K ﹤0.01% 763
2021
Q3
$228K Buy
4,931
+268
+6% +$12.4K ﹤0.01% 974
2021
Q2
$255K Buy
4,663
+127
+3% +$6.95K ﹤0.01% 849
2021
Q1
$238K Buy
+4,536
New +$238K ﹤0.01% 784
2019
Q2
Sell
-2,283
Closed -$64K 1342
2019
Q1
$64K Sell
2,283
-94
-4% -$2.64K ﹤0.01% 704
2018
Q4
$62K Buy
+2,377
New +$62K ﹤0.01% 428