Estate Counselors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,690
| Closed | -$1.6M | – | 115 |
|
|
2024
Q4 | $1.6M | Hold |
14,690
| – | – | 0.17% | 65 |
|
|
2024
Q3 | $2.11M | Hold |
14,690
| – | – | 0.22% | 42 |
|
|
2024
Q2 | $1.62M | Hold |
14,690
| – | – | 0.18% | 58 |
|
|
2024
Q1 | $1.77M | Sell |
14,690
-8,370
| -36% | -$1.01M | 0.2% | 53 |
|
|
2023
Q4 | $2.38M | Hold |
23,060
| – | – | 0.29% | 48 |
|
|
2023
Q3 | $1.71M | Sell |
23,060
-105
| -0.5% | -$7.78K | 0.23% | 49 |
|
|
2023
Q2 | $1.8M | Hold |
23,165
| – | – | 0.23% | 53 |
|
|
2023
Q1 | $1.35M | Sell |
23,165
-45
| -0.2% | -$2.62K | 0.18% | 62 |
|
|
2022
Q4 | $1.06M | Hold |
23,210
| – | – | 0.15% | 102 |
|
|
2022
Q3 | $870K | Buy |
+23,210
| New | +$870K | 0.13% | 92 |
|
|
2020
Q2 | – | Sell |
-11,010
| Closed | -$246K | – | 168 |
|
|
2020
Q1 | $246K | Buy |
+11,010
| New | +$246K | 0.04% | 124 |
|