Inlet Private Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
15,195
+60
| +0.4% | +$6.33K | 0.39% | 70 |
|
|
2025
Q1 | $1.56M | Buy |
15,135
+385
| +3% | +$39.6K | 0.4% | 71 |
|
|
2024
Q4 | $1.61M | Buy |
14,750
+3,450
| +31% | +$376K | 0.42% | 71 |
|
|
2024
Q3 | $1.62M | Hold |
11,300
| – | – | 0.41% | 73 |
|
|
2024
Q2 | $1.24M | Buy |
11,300
+200
| +2% | +$22K | 0.34% | 74 |
|
|
2024
Q1 | $1.34M | Sell |
11,100
-50
| -0.4% | -$6.03K | 0.37% | 70 |
|
|
2023
Q4 | $1.15M | Sell |
11,150
-1,000
| -8% | -$103K | 0.35% | 71 |
|
|
2023
Q3 | $900K | Sell |
12,150
-150
| -1% | -$11.1K | 0.3% | 76 |
|
|
2023
Q2 | $955K | Hold |
12,300
| – | – | 0.24% | 78 |
|
|
2023
Q1 | $717K | Sell |
12,300
-500
| -4% | -$29.1K | 0.19% | 85 |
|
|
2022
Q4 | $583K | Sell |
12,800
-36,913
| -74% | -$1.68M | 0.15% | 89 |
|
|
2022
Q3 | $1.86M | Sell |
49,713
-4,300
| -8% | -$161K | 0.56% | 55 |
|
|
2022
Q2 | $2.14M | Hold |
54,013
| – | – | 0.61% | 52 |
|
|
2022
Q1 | $2.26M | Hold |
54,013
| – | – | 0.57% | 58 |
|
|
2021
Q4 | $3.09M | Buy |
54,013
+1,000
| +2% | +$57.2K | 0.75% | 46 |
|
|
2021
Q3 | $2.43M | Sell |
53,013
-594
| -1% | -$27.3K | 0.65% | 53 |
|
|
2021
Q2 | $2.93M | Buy |
53,607
+1,507
| +3% | +$82.2K | 0.77% | 50 |
|
|
2021
Q1 | $2.73M | Buy |
+52,100
| New | +$2.73M | 0.78% | 50 |
|