GIM
Goelzer Investment Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,000
| Closed | -$683K | – | 234 |
|
|
2022
Q4 | $683K | Sell |
15,000
-21,743
| -59% | -$990K | 0.06% | 162 |
|
|
2022
Q3 | $1.38M | Sell |
36,743
-801
| -2% | -$30K | 0.14% | 137 |
|
|
2022
Q2 | $1.49M | Sell |
37,544
-387
| -1% | -$15.3K | 0.14% | 136 |
|
|
2022
Q1 | $1.59M | Buy |
+37,931
| New | +$1.59M | 0.14% | 141 |
|
|
2018
Q4 | – | Sell |
-228,434
| Closed | -$5.66M | – | 202 |
|
|
2018
Q3 | $5.66M | Sell |
228,434
-1,849
| -0.8% | -$45.8K | 0.63% | 61 |
|
|
2018
Q2 | $6.62M | Sell |
230,283
-60,453
| -21% | -$1.74M | 0.77% | 43 |
|
|
2018
Q1 | $8.57M | Sell |
290,736
-54,169
| -16% | -$1.6M | 1.03% | 20 |
|
|
2017
Q4 | $11.5M | Sell |
344,905
-81,878
| -19% | -$2.72M | 1.29% | 12 |
|
|
2017
Q3 | $11.7M | Sell |
426,783
-7,089
| -2% | -$194K | 1.37% | 12 |
|
|
2017
Q2 | $10.6M | Sell |
433,872
-5,156
| -1% | -$126K | 1.3% | 13 |
|
|
2017
Q1 | $10.3M | Buy |
439,028
+10,758
| +3% | +$253K | 1.29% | 17 |
|
|
2016
Q4 | $7.87M | Buy |
428,270
+32,221
| +8% | +$592K | 1.02% | 24 |
|
|
2016
Q3 | $7.94M | Sell |
396,049
-2,587
| -0.6% | -$51.8K | 1.07% | 21 |
|
|
2016
Q2 | $7.77M | Buy |
+398,636
| New | +$7.77M | 1.07% | 22 |
|