Fidelis Capital Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Buy |
8,760
+85
| +1% | +$10.2K | 0.1% | 164 |
|
2025
Q1 | $884K | Buy |
8,675
+4,291
| +98% | +$437K | 0.09% | 171 |
|
2024
Q4 | $479K | Buy |
4,384
+103
| +2% | +$11.2K | 0.05% | 260 |
|
2024
Q3 | $570K | Buy |
4,281
+41
| +1% | +$5.46K | 0.07% | 216 |
|
2024
Q2 | $509K | Buy |
4,240
+927
| +28% | +$111K | 0.07% | 209 |
|
2024
Q1 | $400K | Buy |
3,313
+463
| +16% | +$55.8K | 0.06% | 240 |
|
2023
Q4 | $294K | Buy |
+2,850
| New | +$294K | 0.07% | 250 |
|