Geneos Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
2,698
-3,882
| -59% | -$409K | 0.01% | 876 |
|
|
2025
Q1 | $676K | Sell |
6,580
-14,364
| -69% | -$1.48M | 0.01% | 792 |
|
|
2024
Q4 | $2.28M | Sell |
20,944
-738
| -3% | -$80.4K | 0.08% | 274 |
|
|
2024
Q3 | $3.11M | Buy |
21,682
+852
| +4% | +$122K | 0.12% | 203 |
|
|
2024
Q2 | $2.29M | Sell |
20,830
-1,020
| -5% | -$112K | 0.1% | 230 |
|
|
2024
Q1 | $2.64M | Sell |
21,850
-608
| -3% | -$73.3K | 0.12% | 204 |
|
|
2023
Q4 | $2.32M | Sell |
22,458
-3,560
| -14% | -$367K | 0.11% | 210 |
|
|
2023
Q3 | $1.93M | Buy |
26,018
+2,266
| +10% | +$168K | 0.1% | 217 |
|
|
2023
Q2 | $1.85M | Buy |
+23,752
| New | +$1.85M | 0.1% | 223 |
|
|
2022
Q2 | – | Sell |
-150
| Closed | -$6K | – | 2731 |
|
|
2022
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 2284 |
|
|
2021
Q4 | $8K | Sell |
150
-1,039
| -87% | -$55.4K | ﹤0.01% | 2271 |
|
|
2021
Q3 | $54K | Buy |
1,189
+483
| +68% | +$21.9K | ﹤0.01% | 1456 |
|
|
2021
Q2 | $38K | Sell |
706
-229
| -24% | -$12.3K | ﹤0.01% | 1615 |
|
|
2021
Q1 | $55K | Buy |
935
+29
| +3% | +$1.71K | ﹤0.01% | 1579 |
|
|
2020
Q4 | $37K | Buy |
906
+724
| +398% | +$29.6K | ﹤0.01% | 1602 |
|
|
2020
Q3 | $8K | Sell |
182
-2,000
| -92% | -$87.9K | ﹤0.01% | 2035 |
|
|
2020
Q2 | $69K | Sell |
2,182
-495
| -18% | -$15.7K | ﹤0.01% | 1076 |
|
|
2020
Q1 | $65K | Sell |
2,677
-1,161
| -30% | -$28.2K | ﹤0.01% | 1014 |
|
|
2019
Q4 | $148K | Sell |
3,838
-503
| -12% | -$19.4K | 0.01% | 806 |
|
|
2019
Q3 | $155K | Sell |
4,341
-11
| -0.3% | -$393 | 0.01% | 740 |
|
|
2019
Q2 | $137K | Sell |
4,352
-231
| -5% | -$7.27K | 0.01% | 797 |
|
|
2019
Q1 | $128K | Sell |
4,583
-252
| -5% | -$7.04K | 0.01% | 778 |
|
|
2018
Q4 | $125K | Buy |
4,835
+1,921
| +66% | +$49.7K | 0.01% | 760 |
|
|
2018
Q3 | $72K | Buy |
2,914
+330
| +13% | +$8.15K | ﹤0.01% | 1011 |
|
|
2018
Q2 | $74K | Sell |
2,584
-195
| -7% | -$5.58K | 0.01% | 888 |
|
|
2018
Q1 | $81K | Sell |
2,779
-20
| -0.7% | -$583 | 0.01% | 825 |
|
|
2017
Q4 | $93K | Hold |
2,799
| – | – | 0.01% | 769 |
|
|
2017
Q3 | $76K | Sell |
2,799
-336
| -11% | -$9.12K | 0.01% | 798 |
|
|
2017
Q2 | $76K | Buy |
3,135
+239
| +8% | +$5.79K | 0.01% | 774 |
|
|
2017
Q1 | $68K | Sell |
2,896
-805
| -22% | -$18.9K | 0.01% | 785 |
|
|
2016
Q4 | $68K | Sell |
3,701
-290
| -7% | -$5.33K | 0.01% | 727 |
|
|
2016
Q3 | $79K | Buy |
3,991
+1,117
| +39% | +$22.1K | 0.01% | 656 |
|
|
2016
Q2 | $55K | Hold |
2,874
| – | – | 0.01% | 782 |
|
|
2016
Q1 | $52K | Buy |
+2,874
| New | +$52K | 0.01% | 792 |
|