Hennion & Walsh Asset Management’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
14,987
+1,223
+9% +$129K 0.06% 362
2025
Q1
$1.41M Sell
13,764
-371
-3% -$38.1K 0.06% 374
2024
Q4
$1.54M Sell
14,135
-448
-3% -$48.8K 0.07% 352
2024
Q3
$2.09M Sell
14,583
-1,802
-11% -$259K 0.1% 270
2024
Q2
$1.8M Sell
16,385
-4,307
-21% -$474K 0.09% 272
2024
Q1
$2.5M Buy
20,692
+1,521
+8% +$183K 0.13% 210
2023
Q4
$1.98M Buy
19,171
+3,213
+20% +$332K 0.11% 242
2023
Q3
$1.18M Sell
15,958
-4,567
-22% -$338K 0.08% 321
2023
Q2
$1.59M Buy
20,525
+3,809
+23% +$296K 0.09% 262
2023
Q1
$974K Buy
16,716
+5,939
+55% +$346K 0.06% 364
2022
Q4
$491K Sell
10,777
-2,599
-19% -$118K 0.03% 508
2022
Q3
$502K Sell
13,376
-952
-7% -$35.7K 0.03% 481
2022
Q2
$568K Sell
14,328
-2,948
-17% -$117K 0.04% 459
2022
Q1
$724K Sell
17,276
-3,133
-15% -$131K 0.04% 425
2021
Q4
$1.17M Buy
20,409
+3,815
+23% +$218K 0.06% 322
2021
Q3
$762K Buy
16,594
+8,994
+118% +$413K 0.04% 412
2021
Q2
$415K Sell
7,600
-3,782
-33% -$207K 0.02% 556
2021
Q1
$597K Buy
+11,382
New +$597K 0.04% 470