HAG
HighPoint Advisor Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
3,975
-73
| -2% | -$7.7K | 0.02% | 421 |
|
|
2025
Q1 | $412K | Sell |
4,048
-2
| -0% | -$203 | 0.02% | 401 |
|
|
2024
Q4 | $435K | Sell |
4,050
-829
| -17% | -$89K | 0.02% | 407 |
|
|
2024
Q3 | $626K | Sell |
4,879
-543
| -10% | -$69.7K | 0.04% | 315 |
|
|
2024
Q2 | $722K | Buy |
5,422
+133
| +3% | +$17.7K | 0.04% | 284 |
|
|
2024
Q1 | $615K | Buy |
5,289
+62
| +1% | +$7.21K | 0.04% | 312 |
|
|
2023
Q4 | $605K | Buy |
+5,227
| New | +$605K | 0.04% | 316 |
|
|
2020
Q1 | – | Sell |
-10,716
| Closed | -$456K | – | 386 |
|
|
2019
Q4 | $456K | Sell |
10,716
-2,916
| -21% | -$124K | 0.09% | 193 |
|
|
2019
Q3 | $520K | Sell |
13,632
-3,271
| -19% | -$125K | 0.11% | 149 |
|
|
2019
Q2 | $565K | Sell |
16,903
-5,359
| -24% | -$179K | 0.13% | 136 |
|
|
2019
Q1 | $700K | Sell |
22,262
-1,238
| -5% | -$38.9K | 0.17% | 123 |
|
|
2018
Q4 | $635K | Buy |
+23,500
| New | +$635K | 0.17% | 141 |
|