Envestnet Asset Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.7M | Buy |
319,722
+3,795
| +1% | +$400K | 0.01% | 944 |
|
|
2025
Q1 | $32.5M | Buy |
315,927
+2,930
| +0.9% | +$301K | 0.01% | 909 |
|
|
2024
Q4 | $34.1M | Sell |
312,997
-47,551
| -13% | -$5.18M | 0.01% | 881 |
|
|
2024
Q3 | $51.7M | Sell |
360,548
-56,123
| -13% | -$8.06M | 0.02% | 704 |
|
|
2024
Q2 | $45.9M | Sell |
416,671
-18,962
| -4% | -$2.09M | 0.02% | 703 |
|
|
2024
Q1 | $52.5M | Sell |
435,633
-19,687
| -4% | -$2.37M | 0.02% | 651 |
|
|
2023
Q4 | $47M | Buy |
455,320
+62,576
| +16% | +$6.46M | 0.02% | 637 |
|
|
2023
Q3 | $29.1M | Sell |
392,744
-159,576
| -29% | -$11.8M | 0.01% | 792 |
|
|
2023
Q2 | $42.9M | Sell |
552,320
-4,145,636
| -88% | -$322M | 0.02% | 577 |
|
|
2023
Q1 | $26.8M | Buy |
4,697,956
+4,262,030
| +978% | +$24.3M | 0.01% | 745 |
|
|
2022
Q4 | $19.8M | Buy |
435,926
+18,979
| +5% | +$864K | 0.01% | 860 |
|
|
2022
Q3 | $15.6M | Buy |
416,947
+61,196
| +17% | +$2.29M | 0.01% | 905 |
|
|
2022
Q2 | $14.1M | Sell |
355,751
-45,838
| -11% | -$1.82M | 0.01% | 976 |
|
|
2022
Q1 | $16.8M | Sell |
401,589
-7,438
| -2% | -$312K | 0.01% | 934 |
|
|
2021
Q4 | $23.4M | Buy |
409,027
+42,050
| +11% | +$2.4M | 0.01% | 775 |
|
|
2021
Q3 | $16.9M | Sell |
366,977
-7,435
| -2% | -$341K | 0.01% | 873 |
|
|
2021
Q2 | $20.4M | Buy |
374,412
+11,570
| +3% | +$631K | 0.01% | 779 |
|
|
2021
Q1 | $19M | Buy |
362,842
+8,275
| +2% | +$434K | 0.01% | 735 |
|
|
2020
Q4 | $15.3M | Sell |
354,567
-89,496
| -20% | -$3.86M | 0.01% | 724 |
|
|
2020
Q3 | $20.6M | Sell |
444,063
-40,391
| -8% | -$1.87M | 0.02% | 547 |
|
|
2020
Q2 | $16.5M | Buy |
484,454
+20,750
| +4% | +$706K | 0.02% | 594 |
|
|
2020
Q1 | $10.4M | Buy |
463,704
+143,702
| +45% | +$3.21M | 0.01% | 669 |
|
|
2019
Q4 | $12.4M | Buy |
320,002
+40,670
| +15% | +$1.58M | 0.01% | 712 |
|
|
2019
Q3 | $10.2M | Buy |
279,332
+17,558
| +7% | +$642K | 0.01% | 730 |
|
|
2019
Q2 | $8.28M | Buy |
261,774
+1,133
| +0.4% | +$35.8K | 0.01% | 810 |
|
|
2019
Q1 | $7.29M | Sell |
260,641
-12,713
| -5% | -$355K | 0.01% | 832 |
|
|
2018
Q4 | $7.1M | Buy |
+273,354
| New | +$7.1M | 0.01% | 743 |
|
|
2018
Q3 | – | Sell |
-59,561
| Closed | -$1.71M | – | 2225 |
|
|
2018
Q2 | $1.71M | Buy |
59,561
+3,626
| +6% | +$104K | ﹤0.01% | 859 |
|
|
2018
Q1 | $1.65M | Sell |
55,935
-162,187
| -74% | -$4.78M | ﹤0.01% | 764 |
|
|
2017
Q4 | $7.25M | Sell |
218,122
-72,451
| -25% | -$2.41M | 0.02% | 475 |
|
|
2017
Q3 | $7.94M | Buy |
290,573
+59,556
| +26% | +$1.63M | 0.02% | 427 |
|
|
2017
Q2 | $5.66M | Buy |
231,017
+9,686
| +4% | +$237K | 0.02% | 526 |
|
|
2017
Q1 | $5.21M | Buy |
221,331
+140,011
| +172% | +$3.3M | 0.02% | 564 |
|
|
2016
Q4 | $1.49M | Sell |
81,320
-24,830
| -23% | -$456K | 0.01% | 1041 |
|
|
2016
Q3 | $2.13M | Sell |
106,150
-94,725
| -47% | -$1.9M | 0.01% | 938 |
|
|
2016
Q2 | $3.92M | Buy |
200,875
+24,373
| +14% | +$475K | 0.02% | 729 |
|
|
2016
Q1 | $3.3M | Buy |
176,502
+76,187
| +76% | +$1.43M | 0.01% | 748 |
|
|
2015
Q4 | $1.79M | Buy |
100,315
+81,122
| +423% | +$1.45M | 0.01% | 1016 |
|
|
2015
Q3 | $362K | Buy |
19,193
+1,008
| +6% | +$19K | ﹤0.01% | 1738 |
|
|
2015
Q2 | $366K | Buy |
18,185
+872
| +5% | +$17.6K | ﹤0.01% | 1864 |
|
|
2015
Q1 | $385K | Buy |
17,313
+17,251
| +27,824% | +$384K | ﹤0.01% | 1669 |
|
|
2014
Q4 | $1K | Sell |
62
-1,979
| -97% | -$31.9K | ﹤0.01% | 2414 |
|
|
2014
Q3 | $36K | Buy |
2,041
+68
| +3% | +$1.2K | ﹤0.01% | 1636 |
|
|
2014
Q2 | $40K | Buy |
1,973
+893
| +83% | +$18.1K | ﹤0.01% | 1523 |
|
|
2014
Q1 | $21K | Buy |
+1,080
| New | +$21K | ﹤0.01% | 1645 |
|
|
2013
Q3 | – | Sell |
-3,963
| Closed | -$75K | – | 2478 |
|
|
2013
Q2 | $75K | Buy |
+3,963
| New | +$75K | ﹤0.01% | 1074 |
|