Global Retirement Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
+3,211
| New | +$339K | 0.01% | 870 |
|
|
2024
Q4 | $353K | Buy |
3,242
+510
| +19% | +$55.5K | 0.01% | 741 |
|
|
2024
Q3 | $392K | Buy |
2,732
+405
| +17% | +$58.1K | 0.01% | 707 |
|
|
2024
Q2 | $256K | Buy |
2,327
+101
| +5% | +$11.1K | 0.01% | 806 |
|
|
2024
Q1 | $269K | Buy |
2,226
+103
| +5% | +$12.4K | 0.01% | 695 |
|
|
2023
Q4 | $221K | Sell |
2,123
-480
| -18% | -$50K | 0.01% | 725 |
|
|
2023
Q3 | $188K | Sell |
2,603
-49
| -2% | -$3.55K | 0.01% | 687 |
|
|
2023
Q2 | $206K | Buy |
2,652
+331
| +14% | +$25.7K | 0.01% | 690 |
|
|
2023
Q1 | $154K | Sell |
2,321
-314
| -12% | -$20.9K | 0.01% | 768 |
|
|
2022
Q4 | $120K | Buy |
2,635
+4
| +0.2% | +$182 | 0.01% | 755 |
|
|
2022
Q3 | $105K | Buy |
2,631
+386
| +17% | +$15.4K | 0.01% | 758 |
|
|
2022
Q2 | $89K | Buy |
2,245
+866
| +63% | +$34.3K | 0.01% | 789 |
|
|
2022
Q1 | $56K | Buy |
1,379
+646
| +88% | +$26.2K | ﹤0.01% | 956 |
|
|
2021
Q4 | $42K | Buy |
733
+131
| +22% | +$7.51K | 0.03% | 99 |
|
|
2021
Q3 | $28K | Buy |
602
+143
| +31% | +$6.65K | ﹤0.01% | 1089 |
|
|
2021
Q2 | $25K | Sell |
459
-2
| -0.4% | -$109 | ﹤0.01% | 1119 |
|
|
2021
Q1 | $24K | Sell |
461
-35
| -7% | -$1.82K | ﹤0.01% | 1050 |
|
|
2020
Q4 | $21K | Buy |
496
+81
| +20% | +$3.43K | ﹤0.01% | 1018 |
|
|
2020
Q3 | $19K | Buy |
415
+90
| +28% | +$4.12K | ﹤0.01% | 949 |
|
|
2020
Q2 | $11K | Hold |
325
| – | – | ﹤0.01% | 1091 |
|
|
2020
Q1 | $7K | Sell |
325
-55
| -14% | -$1.19K | ﹤0.01% | 1139 |
|
|
2019
Q4 | $15K | Buy |
380
+144
| +61% | +$5.68K | ﹤0.01% | 1050 |
|
|
2019
Q3 | $9K | Buy |
236
+235
| +23,500% | +$8.96K | ﹤0.01% | 1147 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤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 | +$8K | 0.01% | 749 |
|