Edgestream Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Sell |
65,981
-11,329
| -15% | -$1.19M | 0.19% | 196 |
|
|
2025
Q1 | $7.95M | Buy |
77,310
+74,536
| +2,687% | +$7.66M | 0.27% | 92 |
|
|
2024
Q4 | $302K | Buy |
+2,774
| New | +$302K | 0.01% | 757 |
|
|
2024
Q2 | – | Sell |
-21,302
| Closed | -$2.57M | – | 992 |
|
|
2024
Q1 | $2.57M | Sell |
21,302
-9,655
| -31% | -$1.16M | 0.13% | 279 |
|
|
2023
Q4 | $3.2M | Sell |
30,957
-839
| -3% | -$86.6K | 0.23% | 118 |
|
|
2023
Q3 | $2.35M | Buy |
31,796
+1,810
| +6% | +$134K | 0.19% | 151 |
|
|
2023
Q2 | $2.33M | Sell |
29,986
-6,320
| -17% | -$491K | 0.21% | 142 |
|
|
2023
Q1 | $2.12M | Sell |
36,306
-29,599
| -45% | -$1.73M | 0.23% | 135 |
|
|
2022
Q4 | $3M | Sell |
65,905
-51,540
| -44% | -$2.35M | 0.34% | 85 |
|
|
2022
Q3 | $4.4M | Buy |
117,445
+79,879
| +213% | +$3M | 0.34% | 92 |
|
|
2022
Q2 | $1.49M | Buy |
37,566
+930
| +3% | +$36.9K | 0.12% | 257 |
|
|
2022
Q1 | $1.54M | Buy |
36,636
+31,203
| +574% | +$1.31M | 0.12% | 259 |
|
|
2021
Q4 | $311K | Sell |
5,433
-41,389
| -88% | -$2.37M | 0.02% | 436 |
|
|
2021
Q3 | $2.15M | Buy |
46,822
+25,966
| +125% | +$1.19M | 0.13% | 225 |
|
|
2021
Q2 | $1.14M | Buy |
+20,856
| New | +$1.14M | 0.07% | 277 |
|
|
2021
Q1 | – | Sell |
-7,968
| Closed | -$344K | – | 431 |
|
|
2020
Q4 | $344K | Buy |
+7,968
| New | +$344K | 0.02% | 334 |
|
|
2019
Q2 | – | Sell |
-57,736
| Closed | -$1.61M | – | 275 |
|
|
2019
Q1 | $1.61M | Sell |
57,736
-48,691
| -46% | -$1.36M | 0.24% | 108 |
|
|
2018
Q4 | $2.77M | Buy |
106,427
+9,364
| +10% | +$243K | 0.48% | 70 |
|
|
2018
Q3 | $2.4M | Sell |
97,063
-11,529
| -11% | -$286K | 0.41% | 87 |
|
|
2018
Q2 | $3.12M | Buy |
108,592
+46,399
| +75% | +$1.33M | 0.64% | 46 |
|
|
2018
Q1 | $1.83M | Buy |
+62,193
| New | +$1.83M | 0.36% | 94 |
|