Impact Partnership Wealth’s Pultegroup PHM Stock Holding History

Impact Partnership Wealth’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
2025 Q1	–	Sell	-4,262	Closed	-$464K	–	323
2024 Q4	$464K	Buy	+4,262	New	+$553K	0.09%	137
2024 Q3	–	Sell	-4,094	Closed	-$451K	–	274
2024 Q2	$451K	Buy	4,094 +2,017	+97%	+$229K	0.12%	112
2024 Q1	$251K	Buy	2,077 +69	+3%	+$7.4K	0.1%	141
2023 Q4	$207K	Sell	2,008 -1,068	-35%	-$90.8K	0.08%	179
2023 Q3	$228K	Sell	3,076 -2,315	-43%	-$185K	0.07%	162
2023 Q2	$419K	Buy	+5,391	New	+$365K	0.15%	84

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Impact Partnership Wealth's PHM Position: Q1 2025 in Review

Impact Partnership Wealth sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 4,262 shares — an estimated $464K sold.

Impact Partnership Wealth first reported a position in PHM in Q2 2023 and held it in 6 quarters. The position peaked at $464K in Q4 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Impact Partnership Wealth reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Impact Partnership Wealth sold 4,262 Pultegroup shares in Q1 2025, an estimated $464K.
Impact Partnership Wealth first reported a position in Pultegroup in Q2 2023 and held it in 6 quarters.
Impact Partnership Wealth's Pultegroup position peaked at $464K in Q4 2024.
961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Impact Partnership Wealth's 13F filing for Q1 2025, filed 5 May 2025.