GWS
Glassman Wealth Services’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,216
| Closed | -$229K | – | 1375 |
|
|
2023
Q4 | $229K | Buy |
2,216
+3
| +0.1% | +$310 | 0.03% | 168 |
|
|
2023
Q3 | $164K | Sell |
2,213
-7
| -0.3% | -$518 | 0.03% | 197 |
|
|
2023
Q2 | $172K | Buy |
2,220
+18
| +0.8% | +$1.4K | 0.03% | 184 |
|
|
2023
Q1 | $128K | Buy |
2,202
+6
| +0.3% | +$350 | 0.02% | 225 |
|
|
2022
Q4 | $100K | Sell |
2,196
-17
| -0.8% | -$774 | 0.02% | 269 |
|
|
2022
Q3 | $83K | Sell |
2,213
-9
| -0.4% | -$338 | 0.02% | 277 |
|
|
2022
Q2 | $88K | Sell |
2,222
-39
| -2% | -$1.55K | 0.02% | 273 |
|
|
2022
Q1 | $95K | Buy |
2,261
+58
| +3% | +$2.44K | 0.02% | 270 |
|
|
2021
Q4 | $126K | Buy |
2,203
+31
| +1% | +$1.77K | 0.02% | 211 |
|
|
2021
Q3 | $100K | Buy |
2,172
+14
| +0.6% | +$645 | 0.02% | 241 |
|
|
2021
Q2 | $118K | Buy |
2,158
+2,055
| +1,995% | +$112K | 0.02% | 211 |
|
|
2021
Q1 | $5K | Sell |
103
-10
| -9% | -$485 | ﹤0.01% | 867 |
|
|
2020
Q4 | $5K | Buy |
113
+4
| +4% | +$177 | ﹤0.01% | 875 |
|
|
2020
Q3 | $5K | Buy |
109
+8
| +8% | +$367 | ﹤0.01% | 798 |
|
|
2020
Q2 | $3K | Sell |
101
-5
| -5% | -$149 | ﹤0.01% | 781 |
|
|
2020
Q1 | $2K | Sell |
106
-15
| -12% | -$283 | ﹤0.01% | 737 |
|
|
2019
Q4 | $5K | Hold |
121
| – | – | ﹤0.01% | 587 |
|
|
2019
Q3 | $4K | Buy |
121
+7
| +6% | +$231 | ﹤0.01% | 584 |
|
|
2019
Q2 | $4K | Hold |
114
| – | – | ﹤0.01% | 598 |
|
|
2019
Q1 | $3K | Hold |
114
| – | – | ﹤0.01% | 640 |
|
|
2018
Q4 | $3K | Buy |
114
+20
| +21% | +$526 | ﹤0.01% | 499 |
|
|
2018
Q3 | $2K | Hold |
94
| – | – | ﹤0.01% | 611 |
|
|
2018
Q2 | $3K | Hold |
94
| – | – | ﹤0.01% | 514 |
|
|
2018
Q1 | $3K | Hold |
94
| – | – | ﹤0.01% | 496 |
|
|
2017
Q4 | $3K | Hold |
94
| – | – | ﹤0.01% | 471 |
|
|
2017
Q3 | $3K | Hold |
94
| – | – | ﹤0.01% | 399 |
|
|
2017
Q2 | $2K | Buy |
94
+5
| +6% | +$106 | ﹤0.01% | 421 |
|
|
2017
Q1 | $2K | Hold |
89
| – | – | ﹤0.01% | 452 |
|
|
2016
Q4 | $2K | Buy |
+89
| New | +$2K | ﹤0.01% | 513 |
|
|
2015
Q1 | – | Sell |
-498
| Closed | -$11K | – | 453 |
|
|
2014
Q4 | $11K | Buy |
+498
| New | +$11K | 0.01% | 351 |
|