IEQ Capital’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
2,164
-588
-21% -$62K ﹤0.01% 1544
2025
Q1
$283K Sell
2,752
-10,568
-79% -$1.09M ﹤0.01% 1215
2024
Q4
$1.45M Sell
13,320
-282
-2% -$30.7K 0.01% 578
2024
Q3
$1.95M Sell
13,602
-5,085
-27% -$730K 0.02% 382
2024
Q2
$2.06M Buy
18,687
+1,985
+12% +$219K 0.03% 332
2024
Q1
$2.01M Buy
16,702
+2,062
+14% +$249K 0.03% 317
2023
Q4
$1.51M Buy
14,640
+1,572
+12% +$162K 0.03% 340
2023
Q3
$968K Buy
13,068
+6
+0% +$444 0.02% 410
2023
Q2
$1.01M Buy
13,062
+1,237
+10% +$96.1K 0.02% 393
2023
Q1
$689K Buy
11,825
+4,422
+60% +$258K 0.02% 479
2022
Q4
$337K Sell
7,403
-5,089
-41% -$232K 0.01% 601
2022
Q3
$468K Buy
12,492
+6,182
+98% +$232K 0.01% 546
2022
Q2
$250K Buy
+6,310
New +$250K 0.01% 654