Greenleaf Trust’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
2,667
-538
| -17% | -$56.7K | ﹤0.01% | 650 |
|
|
2025
Q1 | $329K | Sell |
3,205
-1,125
| -26% | -$116K | ﹤0.01% | 616 |
|
|
2024
Q4 | $472K | Buy |
4,330
+173
| +4% | +$18.8K | ﹤0.01% | 515 |
|
|
2024
Q3 | $597K | Sell |
4,157
-18
| -0.4% | -$2.58K | 0.01% | 471 |
|
|
2024
Q2 | $460K | Buy |
4,175
+76
| +2% | +$8.37K | ﹤0.01% | 504 |
|
|
2024
Q1 | $494K | Sell |
4,099
-1,326
| -24% | -$160K | ﹤0.01% | 482 |
|
|
2023
Q4 | $560K | Buy |
5,425
+50
| +0.9% | +$5.16K | 0.01% | 424 |
|
|
2023
Q3 | $398K | Sell |
5,375
-58
| -1% | -$4.3K | ﹤0.01% | 508 |
|
|
2023
Q2 | $422K | Buy |
5,433
+116
| +2% | +$9.01K | ﹤0.01% | 490 |
|
|
2023
Q1 | $310K | Buy |
5,317
+93
| +2% | +$5.42K | ﹤0.01% | 591 |
|
|
2022
Q4 | $238K | Buy |
+5,224
| New | +$238K | ﹤0.01% | 660 |
|
|
2022
Q3 | – | Sell |
-5,537
| Closed | -$219K | – | 733 |
|
|
2022
Q2 | $219K | Sell |
5,537
-213
| -4% | -$8.43K | ﹤0.01% | 653 |
|
|
2022
Q1 | $241K | Sell |
5,750
-722
| -11% | -$30.3K | ﹤0.01% | 670 |
|
|
2021
Q4 | $370K | Buy |
6,472
+1,146
| +22% | +$65.5K | ﹤0.01% | 530 |
|
|
2021
Q3 | $245K | Sell |
5,326
-45
| -0.8% | -$2.07K | ﹤0.01% | 640 |
|
|
2021
Q2 | $293K | Buy |
5,371
+79
| +1% | +$4.31K | ﹤0.01% | 583 |
|
|
2021
Q1 | $278K | Buy |
+5,292
| New | +$278K | ﹤0.01% | 574 |
|
|
2020
Q4 | – | Sell |
-4,773
| Closed | -$221K | – | 633 |
|
|
2020
Q3 | $221K | Buy |
+4,773
| New | +$221K | ﹤0.01% | 490 |
|
|
2020
Q2 | – | Sell |
-17,931
| Closed | -$400K | – | 584 |
|
|
2020
Q1 | $400K | Buy |
17,931
+11,820
| +193% | +$264K | 0.01% | 283 |
|
|
2019
Q4 | $237K | Hold |
6,111
| – | – | ﹤0.01% | 470 |
|
|
2019
Q3 | $223K | Buy |
+6,111
| New | +$223K | ﹤0.01% | 486 |
|