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Harvest Investment Services’s Pultegroup PHM Stock Holding History

Harvest Investment Services’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-32,265
Closed -$3.51M – 337
2024
Q4 		$3.51M Buy
32,265
+17,955
+125% +$2.33M 0.86% 30
2024
Q3 		$2.05M Sell
14,310
-10,979
-43% -$1.4M 0.66% 45
2024
Q2 		$2.78M Buy
25,289
+5,920
+31% +$672K 1.1% 24
2024
Q1 		$2.34M Sell
19,369
-52
-0.3% -$5.58K 0.94% 27
2023
Q4 		$2M Buy
+19,421
New +$1.65M 0.92% 26
2021
Q4 		– Sell
-7,165
Closed -$329K – 301
2021
Q3 		$329K Sell
7,165
-450
-6% -$23.4K 0.13% 202
2021
Q2 		$415K Buy
+7,615
New +$426K 0.17% 158

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