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 		$1.02M 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 $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IHT Wealth Management's PHM Position: Q4 2024 in Review

IHT Wealth Management sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,717 shares — an estimated $247K sold.

IHT Wealth Management first reported a position in PHM in Q4 2016 and held it in 8 quarters. The position peaked at $1.02M in Q2 2017. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • IHT Wealth Management reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 1,717 Pultegroup shares in Q4 2024, an estimated $247K.
  • IHT Wealth Management first reported a position in Pultegroup in Q4 2016 and held it in 8 quarters.
  • IHT Wealth Management's Pultegroup position peaked at $1.02M in Q2 2017.
  • 985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.