IWM
PHM icon

IHT Wealth Management’s Pultegroup PHM Stock Holding History

IHT Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,717
Closed -$247K – 1173
2024
Q3 		$247K Buy
+1,717
New +$218K 0.01% 993
2021
Q2 		– Sell
-4,276
Closed -$224K – 971
2021
Q1 		$224K Buy
+4,276
New +$200K 0.02% 730
2018
Q2 		– Sell
-984
Closed -$28K – 1086
2018
Q1 		$28K Hold
984
– – 0.01% 868
2017
Q4 		$34K Hold
984
– – 0.01% 818
2017
Q3 		$27K Hold
984
– – 0.01% 680
2017
Q2 		$1.02K Buy
984
+400
+68% +$9.34K 0.49% 49
2017
Q1 		$14K Hold
584
– – 0.01% 742
2016
Q4 		$11K Buy
+584
New +$11.1K 0.01% 779

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return