Forum Financial Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
4,232
+8
| +0.2% | +$844 | 0.01% | 462 |
|
|
2025
Q1 | $434K | Sell |
4,224
-39
| -0.9% | -$4.01K | 0.01% | 428 |
|
|
2024
Q4 | $464K | Buy |
4,263
+58
| +1% | +$6.32K | 0.01% | 403 |
|
|
2024
Q3 | $604K | Sell |
4,205
-250
| -6% | -$35.9K | 0.01% | 277 |
|
|
2024
Q2 | $490K | Buy |
4,455
+296
| +7% | +$32.6K | 0.01% | 312 |
|
|
2024
Q1 | $502K | Sell |
4,159
-135
| -3% | -$16.3K | 0.01% | 325 |
|
|
2023
Q4 | $443K | Sell |
4,294
-327
| -7% | -$33.8K | 0.01% | 321 |
|
|
2023
Q3 | $342K | Hold |
4,621
| – | – | 0.01% | 382 |
|
|
2023
Q2 | $359K | Buy |
4,621
+500
| +12% | +$38.8K | 0.01% | 384 |
|
|
2023
Q1 | $240K | Buy |
+4,121
| New | +$240K | 0.01% | 476 |
|
|
2022
Q3 | – | Sell |
-6,350
| Closed | -$252K | – | 593 |
|
|
2022
Q2 | $252K | Buy |
6,350
+209
| +3% | +$8.29K | 0.01% | 422 |
|
|
2022
Q1 | $257K | Hold |
6,141
| – | – | 0.01% | 468 |
|
|
2021
Q4 | $351K | Buy |
+6,141
| New | +$351K | 0.02% | 341 |
|