EI
Ellevest Inc’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
4,869
+1,028
| +27% | +$108K | 0.08% | 190 |
|
|
2025
Q1 | $395K | Sell |
3,841
-116
| -3% | -$11.9K | 0.03% | 238 |
|
|
2024
Q4 | $431K | Sell |
3,957
-273
| -6% | -$29.7K | 0.02% | 230 |
|
|
2024
Q3 | $607K | Buy |
4,230
+110
| +3% | +$15.8K | 0.03% | 175 |
|
|
2024
Q2 | $454K | Buy |
4,120
+479
| +13% | +$52.7K | 0.03% | 226 |
|
|
2024
Q1 | $439K | Buy |
3,641
+386
| +12% | +$46.6K | 0.03% | 236 |
|
|
2023
Q4 | $336K | Buy |
3,255
+14
| +0.4% | +$1.45K | 0.02% | 275 |
|
|
2023
Q3 | $240K | Buy |
3,241
+112
| +4% | +$8.29K | 0.02% | 302 |
|
|
2023
Q2 | $243K | Buy |
3,129
+39
| +1% | +$3.03K | 0.02% | 305 |
|
|
2023
Q1 | $180K | Sell |
3,090
-34
| -1% | -$1.98K | 0.01% | 335 |
|
|
2022
Q4 | $142K | Sell |
3,124
-362
| -10% | -$16.5K | 0.01% | 363 |
|
|
2022
Q3 | $131K | Sell |
3,486
-868
| -20% | -$32.6K | 0.01% | 358 |
|
|
2022
Q2 | $173K | Sell |
4,354
-1,400
| -24% | -$55.6K | 0.02% | 307 |
|
|
2022
Q1 | $241K | Buy |
5,754
+1,080
| +23% | +$45.2K | 0.02% | 289 |
|
|
2021
Q4 | $267K | Buy |
4,674
+1,004
| +27% | +$57.4K | 0.02% | 240 |
|
|
2021
Q3 | $169K | Buy |
3,670
+234
| +7% | +$10.8K | 0.02% | 302 |
|
|
2021
Q2 | $188K | Buy |
3,436
+42
| +1% | +$2.3K | 0.02% | 274 |
|
|
2021
Q1 | $178K | Buy |
3,394
+2
| +0.1% | +$105 | 0.02% | 243 |
|
|
2020
Q4 | $146K | Sell |
3,392
-2,452
| -42% | -$106K | 0.02% | 238 |
|
|
2020
Q3 | $271K | Buy |
5,844
+16
| +0.3% | +$742 | 0.05% | 102 |
|
|
2020
Q2 | $198K | Buy |
5,828
+84
| +1% | +$2.85K | 0.04% | 115 |
|
|
2020
Q1 | $128K | Buy |
5,744
+5,695
| +11,622% | +$127K | 0.04% | 118 |
|
|
2019
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 690 |
|
|
2019
Q3 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 346 |
|