Financial Counselors Inc’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,352
| Closed | -$345K | – | 400 |
|
|
2025
Q1 | $345K | Sell |
3,352
-100
| -3% | -$10.8K | 0.01% | 473 |
|
|
2024
Q4 | $376K | Sell |
3,452
-287
| -8% | -$37.3K | 0.01% | 457 |
|
|
2024
Q3 | $537K | Sell |
3,739
-185
| -5% | -$23.5K | 0.01% | 417 |
|
|
2024
Q2 | $432K | Sell |
3,924
-143
| -4% | -$16.2K | 0.01% | 429 |
|
|
2024
Q1 | $491K | Sell |
4,067
-50
| -1% | -$5.37K | 0.01% | 421 |
|
|
2023
Q4 | $425K | Sell |
4,117
-1,094
| -21% | -$93K | 0.01% | 431 |
|
|
2023
Q3 | $386K | Buy |
5,211
+94
| +2% | +$7.49K | 0.01% | 427 |
|
|
2023
Q2 | $397K | Hold |
5,117
| – | – | 0.01% | 393 |
|
|
2023
Q1 | $298K | Hold |
5,117
| – | – | 0.01% | 427 |
|
|
2022
Q4 | $233K | Buy |
+5,117
| New | +$216K | 0.01% | 462 |
|
|
2022
Q3 | – | Sell |
-7,059
| Closed | -$280K | – | 502 |
|
|
2022
Q2 | $280K | Buy |
7,059
+1,985
| +39% | +$83.6K | 0.01% | 430 |
|
|
2022
Q1 | $213K | Sell |
5,074
-43
| -0.8% | -$2.13K | ﹤0.01% | 483 |
|
|
2021
Q4 | $292K | Hold |
5,117
| – | – | 0.01% | 432 |
|
|
2021
Q3 | $235K | Sell |
5,117
-500
| -9% | -$26K | 0.01% | 495 |
|
|
2021
Q2 | $307K | Hold |
5,617
| – | – | 0.01% | 447 |
|
|
2021
Q1 | $295K | Sell |
5,617
-2,457
| -30% | -$115K | 0.01% | 442 |
|
|
2020
Q4 | $348K | Buy |
8,074
+274
| +4% | +$12.1K | 0.01% | 411 |
|
|
2020
Q3 | $361K | Sell |
7,800
-5,700
| -42% | -$244K | 0.01% | 376 |
|
|
2020
Q2 | $459K | Sell |
13,500
-1,300
| -9% | -$39K | 0.01% | 370 |
|
|
2020
Q1 | $330K | Hold |
14,800
| – | – | 0.01% | 350 |
|
|
2019
Q4 | $574K | Buy |
14,800
+1,300
| +10% | +$50.5K | 0.02% | 334 |
|
|
2019
Q3 | $493K | Buy |
+13,500
| New | +$449K | 0.02% | 348 |
|
Other funds holding PHM
GA
