Financial Perspectives’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.2K | Hold |
410
| – | – | 0.01% | 327 |
|
|
2025
Q1 | $42.1K | Hold |
410
| – | – | 0.01% | 316 |
|
|
2024
Q4 | $44.6K | Hold |
410
| – | – | 0.02% | 311 |
|
|
2024
Q3 | $58.8K | Hold |
410
| – | – | 0.02% | 267 |
|
|
2024
Q2 | $45.1K | Hold |
410
| – | – | 0.02% | 289 |
|
|
2024
Q1 | $49.5K | Hold |
410
| – | – | 0.02% | 277 |
|
|
2023
Q4 | $42.3K | Hold |
410
| – | – | 0.02% | 287 |
|
|
2023
Q3 | $30.4K | Hold |
410
| – | – | 0.01% | 312 |
|
|
2023
Q2 | $31.8K | Hold |
410
| – | – | 0.01% | 313 |
|
|
2023
Q1 | $23.9K | Hold |
410
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $18.7K | Hold |
410
| – | – | 0.01% | 366 |
|
|
2022
Q3 | $15.4K | Hold |
410
| – | – | 0.01% | 382 |
|
|
2022
Q2 | $16.2K | Hold |
410
| – | – | 0.01% | 379 |
|
|
2022
Q1 | $17.2K | Hold |
410
| – | – | 0.01% | 392 |
|
|
2021
Q4 | $23.4K | Hold |
410
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $18.8K | Hold |
410
| – | – | 0.01% | 360 |
|
|
2021
Q2 | $22.4K | Sell |
410
-21,090
| -98% | -$1.15M | 0.01% | 365 |
|
|
2021
Q1 | $410K | Buy |
21,500
+21,090
| +5,144% | +$402K | 0.02% | 314 |
|
|
2020
Q4 | $17.7K | Hold |
410
| – | – | 0.01% | 347 |
|
|
2020
Q3 | $19K | Hold |
410
| – | – | 0.01% | 297 |
|
|
2020
Q2 | $14K | Hold |
410
| – | – | 0.01% | 319 |
|
|
2020
Q1 | $9.15K | Hold |
410
| – | – | 0.01% | 333 |
|
|
2019
Q4 | $15.9K | Buy |
+410
| New | +$15.9K | 0.01% | 288 |
|