Hennessy Advisors Inc’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.39M Sell
2025
Q1
$2.37M Sell
2024
Q4
$2.57M Sell
2024
Q3
$3.59M Sell
2024
Q2
$2.82M Sell
2024
Q1
$3.14M Sell
2023
Q4
$4.76M Hold
2023
Q3
$3.41M Sell
2023
Q2
$3.67M Sell
2023
Q1
$2.82M Sell
2022
Q4
$2.7M Sell
2022
Q3
$2.36M Sell
2022
Q2
$2.55M Sell
2022
Q1
$2.76M Buy
2021
Q4
$3.29M Sell
2021
Q3
$2.75M Sell
2021
Q2
$3.33M Buy
2021
Q1
$3.15M Buy
2020
Q4
$2.22M Sell
2020
Q3
$2.48M Sell
2020
Q2
$1.85M Sell
2020
Q1
$1.27M Buy
2018
Q3
Sell
2018
Q2
$28.7M Sell
2018
Q1
$30.1M Buy
2017
Q4
$32.7M Buy