Empowered Funds’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
139,713
-5,357
| -4% | -$565K | 0.17% | 120 |
|
|
2025
Q1 | $14.9M | Buy |
145,070
+7,182
| +5% | +$738K | 0.21% | 84 |
|
|
2024
Q4 | $15M | Sell |
137,888
-31,971
| -19% | -$3.48M | 0.22% | 81 |
|
|
2024
Q3 | $24.4M | Sell |
169,859
-103,814
| -38% | -$14.9M | 0.38% | 30 |
|
|
2024
Q2 | $30.1M | Buy |
273,673
+80,785
| +42% | +$8.89M | 0.52% | 23 |
|
|
2024
Q1 | $23.3M | Sell |
192,888
-674
| -0.3% | -$81.3K | 0.42% | 32 |
|
|
2023
Q4 | $20M | Buy |
193,562
+42,775
| +28% | +$4.42M | 0.5% | 18 |
|
|
2023
Q3 | $11.2M | Buy |
150,787
+79,674
| +112% | +$5.9M | 0.33% | 39 |
|
|
2023
Q2 | $5.52M | Buy |
+71,113
| New | +$5.52M | 0.19% | 113 |
|
|
2022
Q3 | – | Sell |
-109,899
| Closed | -$4.36M | – | 365 |
|
|
2022
Q2 | $4.36M | Buy |
109,899
+14,208
| +15% | +$563K | 0.56% | 42 |
|
|
2022
Q1 | $4.01M | Buy |
95,691
+7,499
| +9% | +$314K | 0.44% | 84 |
|
|
2021
Q4 | $5.04M | Sell |
88,192
-3,475
| -4% | -$199K | 0.57% | 49 |
|
|
2021
Q3 | $4.21M | Buy |
91,667
+18,880
| +26% | +$867K | 0.54% | 58 |
|
|
2021
Q2 | $3.97M | Buy |
72,787
+11,161
| +18% | +$609K | 0.5% | 71 |
|
|
2021
Q1 | $2.66M | Hold |
61,626
| – | – | 0.51% | 67 |
|
|
2020
Q4 | $2.66M | Sell |
61,626
-2,009
| -3% | -$86.6K | 0.51% | 67 |
|
|
2020
Q3 | $2.95M | Sell |
63,635
-10,046
| -14% | -$465K | 0.92% | 22 |
|
|
2020
Q2 | $2.51M | Buy |
73,681
+10,130
| +16% | +$345K | 0.97% | 35 |
|
|
2020
Q1 | $2.47M | Hold |
63,551
| – | – | 0.89% | 46 |
|
|
2019
Q4 | $2.47M | Buy |
63,551
+1,076
| +2% | +$41.8K | 0.89% | 46 |
|
|
2019
Q3 | $2.28M | Sell |
62,475
-5,535
| -8% | -$202K | 0.99% | 26 |
|
|
2019
Q2 | $2.15M | Sell |
68,010
-25,772
| -27% | -$815K | 0.9% | 36 |
|
|
2019
Q1 | $2.62M | Buy |
93,782
+1,369
| +1% | +$38.3K | 0.94% | 11 |
|
|
2018
Q4 | $2.4M | Buy |
+92,413
| New | +$2.4M | 1.02% | 9 |
|
|
2018
Q2 | – | Sell |
-41,421
| Closed | -$1.21M | – | 114 |
|
|
2018
Q1 | $1.21M | Buy |
41,421
+13,363
| +48% | +$389K | 0.44% | 63 |
|
|
2017
Q4 | $933K | Buy |
+28,058
| New | +$933K | 0.47% | 70 |
|