Fiduciary Family Office’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Sell |
5,932
-4,076
| -41% | -$430K | 0.2% | 100 |
|
|
2025
Q1 | $1.03M | Buy |
+10,008
| New | +$1.03M | 0.34% | 61 |
|
|
2024
Q4 | – | Sell |
-6,728
| Closed | -$966K | – | 188 |
|
|
2024
Q3 | $966K | Sell |
6,728
-252
| -4% | -$36.2K | 0.32% | 67 |
|
|
2024
Q2 | $768K | Buy |
6,980
+71
| +1% | +$7.82K | 0.3% | 84 |
|
|
2024
Q1 | $833K | Buy |
6,909
+1,923
| +39% | +$232K | 0.33% | 89 |
|
|
2023
Q4 | $515K | Buy |
+4,986
| New | +$515K | 0.23% | 111 |
|