Geneos Wealth 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 | $10.2K | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $676K | Sell |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.29M | Sell |
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|
2024
Q1 | $2.64M | Sell |
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|
2023
Q4 | $2.32M | Sell |
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|
2023
Q3 | $1.93M | Buy |
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|
2023
Q2 | $1.85M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $8K | Sell |
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|
2021
Q3 | $54K | Buy |
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|
2021
Q2 | $38K | Sell |
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|
2021
Q1 | $55K | Buy |
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|
2020
Q4 | $37K | Buy |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $69K | Sell |
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|
2020
Q1 | $65K | Sell |
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|
2019
Q4 | $148K | Sell |
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|
2019
Q3 | $155K | Sell |
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|
2019
Q2 | $137K | Sell |
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|
2019
Q1 | $128K | Sell |
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|
2018
Q4 | $125K | Buy |
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|
2018
Q3 | $72K | Buy |
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|
2018
Q2 | $74K | Sell |
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|
2018
Q1 | $81K | Sell |
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|
2017
Q4 | $93K | Hold |
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|
2017
Q3 | $76K | Sell |
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|
2017
Q2 | $76K | Buy |
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|
2017
Q1 | $68K | Sell |
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|
2016
Q4 | $68K | Sell |
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|
2016
Q3 | $79K | Buy |
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|
2016
Q2 | $55K | Hold |
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|
2016
Q1 | $52K | Buy |
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