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