IFWM
Institute for Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
12,489
+619
| +5% | +$65.3K | 0.15% | 148 |
|
|
2025
Q1 | $1.22M | Buy |
11,870
+1,595
| +16% | +$164K | 0.16% | 143 |
|
|
2024
Q4 | $1.12M | Sell |
10,275
-102
| -1% | -$11.1K | 0.14% | 153 |
|
|
2024
Q3 | $1.49M | Sell |
10,377
-98
| -0.9% | -$14.1K | 0.19% | 123 |
|
|
2024
Q2 | $1.15M | Sell |
10,475
-25
| -0.2% | -$2.75K | 0.15% | 147 |
|
|
2024
Q1 | $1.27M | Hold |
10,500
| – | – | 0.16% | 136 |
|
|
2023
Q4 | $1.08M | Hold |
10,500
| – | – | 0.18% | 138 |
|
|
2023
Q3 | $778K | Sell |
10,500
-14
| -0.1% | -$1.04K | 0.14% | 178 |
|
|
2023
Q2 | $817K | Sell |
10,514
-75
| -0.7% | -$5.83K | 0.14% | 170 |
|
|
2023
Q1 | $617K | Hold |
10,589
| – | – | 0.12% | 218 |
|
|
2022
Q4 | $482K | Sell |
10,589
-200
| -2% | -$9.11K | 0.1% | 262 |
|
|
2022
Q3 | $405K | Sell |
10,789
-50
| -0.5% | -$1.88K | 0.09% | 278 |
|
|
2022
Q2 | $430K | Hold |
10,839
| – | – | 0.08% | 304 |
|
|
2022
Q1 | $454K | Sell |
10,839
-102
| -0.9% | -$4.27K | 0.07% | 310 |
|
|
2021
Q4 | $625K | Hold |
10,941
| – | – | 0.1% | 239 |
|
|
2021
Q3 | $502K | Hold |
10,941
| – | – | 0.09% | 275 |
|
|
2021
Q2 | $597K | Hold |
10,941
| – | – | 0.1% | 237 |
|
|
2021
Q1 | $574K | Hold |
10,941
| – | – | 0.11% | 234 |
|
|
2020
Q4 | $472K | Hold |
10,941
| – | – | 0.09% | 260 |
|
|
2020
Q3 | $506K | Buy |
10,941
+14
| +0.1% | +$647 | 0.12% | 222 |
|
|
2020
Q2 | $372K | Hold |
10,927
| – | – | 0.09% | 289 |
|
|
2020
Q1 | $244K | Sell |
10,927
-161
| -1% | -$3.6K | 0.08% | 319 |
|
|
2019
Q4 | $430K | Buy |
11,088
+11
| +0.1% | +$427 | 0.1% | 284 |
|
|
2019
Q3 | $405K | Hold |
11,077
| – | – | 0.1% | 272 |
|
|
2019
Q2 | $350K | Hold |
11,077
| – | – | 0.08% | 318 |
|
|
2019
Q1 | $310K | Buy |
+11,077
| New | +$310K | 0.07% | 327 |
|
|
2018
Q4 | – | Sell |
-11,077
| Closed | -$284K | – | 321 |
|
|
2018
Q3 | $284K | Hold |
11,077
| – | – | 0.1% | 190 |
|
|
2018
Q2 | $319K | Hold |
11,077
| – | – | 0.1% | 192 |
|
|
2018
Q1 | $335K | Sell |
11,077
-150
| -1% | -$4.54K | 0.1% | 227 |
|
|
2017
Q4 | $373K | Sell |
11,227
-700
| -6% | -$23.3K | 0.09% | 268 |
|
|
2017
Q3 | $324K | Sell |
11,927
-100
| -0.8% | -$2.72K | 0.11% | 220 |
|
|
2017
Q2 | $292K | Buy |
+12,027
| New | +$292K | 0.08% | 318 |
|