Dorsey & Whitney Trust’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,755
| Closed | -$252K | – | 699 |
|
|
2024
Q3 | $252K | Sell |
1,755
-415
| -19% | -$59.6K | 0.01% | 578 |
|
|
2024
Q2 | $239K | Sell |
2,170
-722
| -25% | -$79.5K | 0.02% | 542 |
|
|
2024
Q1 | $349K | Buy |
2,892
+83
| +3% | +$10K | 0.02% | 434 |
|
|
2023
Q4 | $290K | Buy |
+2,809
| New | +$290K | 0.02% | 461 |
|