Forum Financial Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $637K | Buy |
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|
2025
Q2 | $446K | Buy |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $464K | Buy |
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|
2024
Q3 | $604K | Sell |
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|
2024
Q2 | $490K | Buy |
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|
2024
Q1 | $502K | Sell |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $359K | Buy |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $351K | Buy |
|