First National Bank of South Miami’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$356K Buy
4,588
+907
+25% +$61.5K 0.29% 74
2023
Q1
$215K Sell
3,681
-560
-13% -$30.2K 0.17% 117
2022
Q4
$193K Buy
4,241
+629
+17% +$26.5K 0.14% 125
2022
Q3
$135K Buy
3,612
+1,108
+44% +$46.6K 0.1% 144
2022
Q2
$99K Buy
2,504
+519
+26% +$21.9K 0.07% 175
2022
Q1
$83K Buy
+1,985
New +$98.5K 0.05% 194

Other funds holding PHM

First National Bank of South Miami's PHM Position: Q2 2023 in Review

First National Bank of South Miami increased its Pultegroup (PHM) stake by 25% in Q2 2023, buying an estimated $61.5K and bringing the position to 4,588 shares worth $356K. The position accounts for 0.29% of the portfolio, ranked #74.

First National Bank of South Miami first reported a position in PHM in Q1 2022 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • First National Bank of South Miami held 4,588 shares of Pultegroup worth $356K as of Q2 2023.
  • First National Bank of South Miami bought 907 Pultegroup shares in Q2 2023, an estimated $61.5K.
  • Pultegroup made up 0.29% of First National Bank of South Miami's portfolio in Q2 2023, its #74 holding.
  • First National Bank of South Miami first reported a position in Pultegroup in Q1 2022 and has held it in 6 quarters since.
  • 766 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.