Fortem Financial Group’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
2,105
-400
| -16% | -$42.2K | 0.07% | 157 |
|
|
2025
Q1 | $258K | Hold |
2,505
| – | – | 0.1% | 164 |
|
|
2024
Q4 | $273K | Buy |
2,505
+1
| +0% | +$109 | 0.11% | 154 |
|
|
2024
Q3 | $359K | Buy |
2,504
+1
| +0% | +$144 | 0.15% | 136 |
|
|
2024
Q2 | $276K | Hold |
2,503
| – | – | 0.12% | 142 |
|
|
2024
Q1 | $302K | Buy |
2,503
+1
| +0% | +$121 | 0.13% | 139 |
|
|
2023
Q4 | $258K | Buy |
+2,502
| New | +$258K | 0.13% | 146 |
|
|
2022
Q2 | – | Sell |
-6,550
| Closed | -$274K | – | 190 |
|
|
2022
Q1 | $274K | Sell |
6,550
-850
| -11% | -$35.6K | 0.12% | 140 |
|
|
2021
Q4 | $423K | Buy |
7,400
+140
| +2% | +$8K | 0.19% | 126 |
|
|
2021
Q3 | $333K | Sell |
7,260
-400
| -5% | -$18.3K | 0.17% | 135 |
|
|
2021
Q2 | $418K | Sell |
7,660
-200
| -3% | -$10.9K | 0.21% | 122 |
|
|
2021
Q1 | $412K | Buy |
7,860
+500
| +7% | +$26.2K | 0.24% | 116 |
|
|
2020
Q4 | $317K | Sell |
7,360
-1,099
| -13% | -$47.3K | 0.19% | 122 |
|
|
2020
Q3 | $392K | Buy |
8,459
+60
| +0.7% | +$2.78K | 0.28% | 97 |
|
|
2020
Q2 | $286K | Buy |
+8,399
| New | +$286K | 0.22% | 99 |
|