Harvest Investment Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,265
| Closed | -$3.51M | – | 337 |
|
|
2024
Q4 | $3.51M | Buy |
32,265
+17,955
| +125% | +$1.96M | 0.86% | 30 |
|
|
2024
Q3 | $2.05M | Sell |
14,310
-10,979
| -43% | -$1.58M | 0.66% | 45 |
|
|
2024
Q2 | $2.78M | Buy |
25,289
+5,920
| +31% | +$652K | 1.1% | 24 |
|
|
2024
Q1 | $2.34M | Sell |
19,369
-52
| -0.3% | -$6.27K | 0.94% | 27 |
|
|
2023
Q4 | $2M | Buy |
+19,421
| New | +$2M | 0.92% | 26 |
|
|
2021
Q4 | – | Sell |
-7,165
| Closed | -$329K | – | 301 |
|
|
2021
Q3 | $329K | Sell |
7,165
-450
| -6% | -$20.7K | 0.13% | 202 |
|
|
2021
Q2 | $415K | Buy |
+7,615
| New | +$415K | 0.17% | 158 |
|