Fort Washington Investment Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,296
| Closed | -$241K | – | 392 |
|
|
2022
Q4 | $241K | Sell |
5,296
-1,610
| -23% | -$73.3K | ﹤0.01% | 363 |
|
|
2022
Q3 | $259K | Sell |
6,906
-343
| -5% | -$12.9K | ﹤0.01% | 382 |
|
|
2022
Q2 | $287K | Hold |
7,249
| – | – | ﹤0.01% | 373 |
|
|
2022
Q1 | $304K | Hold |
7,249
| – | – | ﹤0.01% | 459 |
|
|
2021
Q4 | $414K | Sell |
7,249
-183
| -2% | -$10.5K | ﹤0.01% | 426 |
|
|
2021
Q3 | $341K | Hold |
7,432
| – | – | ﹤0.01% | 449 |
|
|
2021
Q2 | $406K | Hold |
7,432
| – | – | ﹤0.01% | 418 |
|
|
2021
Q1 | $390K | Sell |
7,432
-293
| -4% | -$15.4K | ﹤0.01% | 416 |
|
|
2020
Q4 | $333K | Sell |
7,725
-235
| -3% | -$10.1K | ﹤0.01% | 432 |
|
|
2020
Q3 | $368K | Hold |
7,960
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $271K | Buy |
+7,960
| New | +$271K | ﹤0.01% | 449 |
|
|
2020
Q1 | – | Sell |
-8,842
| Closed | -$343K | – | 478 |
|
|
2019
Q4 | $343K | Sell |
8,842
-269
| -3% | -$10.4K | ﹤0.01% | 418 |
|
|
2019
Q3 | $333K | Sell |
9,111
-241
| -3% | -$8.81K | ﹤0.01% | 424 |
|
|
2019
Q2 | $296K | Sell |
9,352
-637
| -6% | -$20.2K | ﹤0.01% | 446 |
|
|
2019
Q1 | $279K | Hold |
9,989
| – | – | ﹤0.01% | 454 |
|
|
2018
Q4 | $260K | Sell |
9,989
-2,607
| -21% | -$67.9K | ﹤0.01% | 469 |
|
|
2018
Q3 | $312K | Sell |
12,596
-1,646
| -12% | -$40.8K | ﹤0.01% | 479 |
|
|
2018
Q2 | $409K | Sell |
14,242
-309
| -2% | -$8.87K | ﹤0.01% | 460 |
|
|
2018
Q1 | $429K | Sell |
14,551
-18,613
| -56% | -$549K | ﹤0.01% | 459 |
|
|
2017
Q4 | $1.1M | Sell |
33,164
-2,542
| -7% | -$84.5K | 0.01% | 385 |
|
|
2017
Q3 | $976K | Buy |
35,706
+6,076
| +21% | +$166K | 0.02% | 319 |
|
|
2017
Q2 | $727K | Sell |
29,630
-3,955
| -12% | -$97K | 0.01% | 351 |
|
|
2017
Q1 | $791K | Buy |
+33,585
| New | +$791K | 0.01% | 348 |
|