Global Retirement Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $606K | Buy |
5,171
+1,823
| +54% | +$224K | 0.01% | 860 |
|
|
2025
Q3 | $442K | Buy |
3,348
+137
| +4% | +$17K | 0.01% | 803 |
|
|
2025
Q2 | $339K | Buy |
+3,211
| New | +$324K | 0.01% | 870 |
|
|
2024
Q4 | $353K | Buy |
3,242
+510
| +19% | +$66.2K | 0.01% | 741 |
|
|
2024
Q3 | $392K | Buy |
2,732
+405
| +17% | +$51.5K | 0.01% | 707 |
|
|
2024
Q2 | $256K | Buy |
2,327
+101
| +5% | +$11.5K | 0.01% | 806 |
|
|
2024
Q1 | $269K | Buy |
2,226
+103
| +5% | +$11.1K | 0.01% | 695 |
|
|
2023
Q4 | $221K | Sell |
2,123
-480
| -18% | -$40.8K | 0.01% | 725 |
|
|
2023
Q3 | $188K | Sell |
2,603
-49
| -2% | -$3.91K | 0.01% | 687 |
|
|
2023
Q2 | $206K | Buy |
2,652
+331
| +14% | +$22.4K | 0.01% | 690 |
|
|
2023
Q1 | $154K | Sell |
2,321
-314
| -12% | -$17K | 0.01% | 768 |
|
|
2022
Q4 | $120K | Buy |
2,635
+4
| +0.2% | +$169 | 0.01% | 755 |
|
|
2022
Q3 | $105K | Buy |
2,631
+386
| +17% | +$16.2K | 0.01% | 758 |
|
|
2022
Q2 | $89K | Buy |
2,245
+866
| +63% | +$36.5K | 0.01% | 789 |
|
|
2022
Q1 | $56K | Buy |
1,379
+646
| +88% | +$32.1K | ﹤0.01% | 956 |
|
|
2021
Q4 | $42K | Buy |
733
+131
| +22% | +$6.72K | 0.03% | 99 |
|
|
2021
Q3 | $28K | Buy |
602
+143
| +31% | +$7.43K | ﹤0.01% | 1089 |
|
|
2021
Q2 | $25K | Sell |
459
-2
| -0.4% | -$112 | ﹤0.01% | 1121 |
|
|
2021
Q1 | $24K | Sell |
461
-35
| -7% | -$1.63K | ﹤0.01% | 1052 |
|
|
2020
Q4 | $21K | Buy |
496
+81
| +20% | +$3.59K | ﹤0.01% | 1019 |
|
|
2020
Q3 | $19K | Buy |
415
+90
| +28% | +$3.85K | ﹤0.01% | 949 |
|
|
2020
Q2 | $11K | Hold |
325
| – | – | ﹤0.01% | 1091 |
|
|
2020
Q1 | $7K | Sell |
325
-55
| -14% | -$2.12K | ﹤0.01% | 1140 |
|
|
2019
Q4 | $15K | Buy |
380
+144
| +61% | +$5.59K | ﹤0.01% | 1050 |
|
|
2019
Q3 | $9K | Buy |
236
+235
| +23,500% | +$7.82K | ﹤0.01% | 1147 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | +$31 | ﹤0.01% | 1675 |
|
|
2017
Q4 | – | Sell |
-455
| Closed | -$12K | – | 1458 |
|
|
2017
Q3 | $12K | Hold |
455
| – | – | 0.01% | 775 |
|
|
2017
Q2 | $11K | Hold |
455
| – | – | 0.01% | 766 |
|
|
2017
Q1 | $11K | Hold |
455
| – | – | 0.01% | 723 |
|
|
2016
Q4 | $8K | Buy |
+455
| New | +$8.64K | 0.01% | 749 |
|
Other funds holding PHM
GA
