Everence Capital Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
+4,530
| New | +$478K | 0.03% | 392 |
|
|
2025
Q1 | – | Sell |
-3,460
| Closed | -$377K | – | 826 |
|
|
2024
Q4 | $377K | Sell |
3,460
-5,590
| -62% | -$609K | 0.02% | 472 |
|
|
2024
Q3 | $1.3M | Hold |
9,050
| – | – | 0.08% | 184 |
|
|
2024
Q2 | $1.01K | Hold |
9,050
| – | – | 0.07% | 227 |
|
|
2024
Q1 | $1.09K | Hold |
9,050
| – | – | 0.07% | 225 |
|
|
2023
Q4 | $934K | Buy |
9,050
+510
| +6% | +$52.6K | 0.07% | 245 |
|
|
2023
Q3 | $632 | Buy |
+8,540
| New | +$632 | 0.05% | 317 |
|
|
2020
Q3 | – | Sell |
-7,430
| Closed | -$252K | – | 729 |
|
|
2020
Q2 | $252K | Buy |
+7,430
| New | +$252K | 0.03% | 505 |
|