Fiduciary Trust’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
2,932
+310
| +12% | +$32.7K | ﹤0.01% | 674 |
|
|
2025
Q1 | $270K | Buy |
2,622
+29
| +1% | +$2.98K | ﹤0.01% | 695 |
|
|
2024
Q4 | $282K | Buy |
2,593
+423
| +19% | +$46.1K | ﹤0.01% | 586 |
|
|
2024
Q3 | $311K | Sell |
2,170
-5
| -0.2% | -$718 | ﹤0.01% | 558 |
|
|
2024
Q2 | $239K | Hold |
2,175
| – | – | ﹤0.01% | 576 |
|
|
2024
Q1 | $262K | Hold |
2,175
| – | – | ﹤0.01% | 580 |
|
|
2023
Q4 | $225K | Buy |
+2,175
| New | +$225K | ﹤0.01% | 589 |
|