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
Q3 | $442K | Buy |
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|
2025
Q2 | $339K | Buy |
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|
2024
Q4 | $353K | Buy |
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|
2024
Q3 | $392K | Buy |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $188K | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | $154K | Sell |
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|
2022
Q4 | $120K | Buy |
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|
2022
Q3 | $105K | Buy |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q3 | $28K | Buy |
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|
2021
Q2 | $25K | Sell |
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|
2021
Q1 | $24K | Sell |
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|
2020
Q4 | $21K | Buy |
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|
2020
Q3 | $19K | Buy |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $15K | Buy |
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|
2019
Q3 | $9K | Buy |
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|
2019
Q2 | $0 | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $12K | Hold |
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|
2017
Q2 | $11K | Hold |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $8K | Buy |
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