Institute for Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.68M | Buy |
|
|||||
|
2025
Q2 | $1.32M | Buy |
|
|||||
|
2025
Q1 | $1.22M | Buy |
|
|||||
|
2024
Q4 | $1.12M | Sell |
|
|||||
|
2024
Q3 | $1.49M | Sell |
|
|||||
|
2024
Q2 | $1.15M | Sell |
|
|||||
|
2024
Q1 | $1.27M | Hold |
|
|||||
|
2023
Q4 | $1.08M | Hold |
|
|||||
|
2023
Q3 | $778K | Sell |
|
|||||
|
2023
Q2 | $817K | Sell |
|
|||||
|
2023
Q1 | $617K | Hold |
|
|||||
|
2022
Q4 | $482K | Sell |
|
|||||
|
2022
Q3 | $405K | Sell |
|
|||||
|
2022
Q2 | $430K | Hold |
|
|||||
|
2022
Q1 | $454K | Sell |
|
|||||
|
2021
Q4 | $625K | Hold |
|
|||||
|
2021
Q3 | $502K | Hold |
|
|||||
|
2021
Q2 | $597K | Hold |
|
|||||
|
2021
Q1 | $574K | Hold |
|
|||||
|
2020
Q4 | $472K | Hold |
|
|||||
|
2020
Q3 | $506K | Buy |
|
|||||
|
2020
Q2 | $372K | Hold |
|
|||||
|
2020
Q1 | $244K | Sell |
|
|||||
|
2019
Q4 | $430K | Buy |
|
|||||
|
2019
Q3 | $405K | Hold |
|
|||||
|
2019
Q2 | $350K | Hold |
|
|||||
|
2019
Q1 | $310K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $284K | Hold |
|
|||||
|
2018
Q2 | $319K | Hold |
|
|||||
|
2018
Q1 | $335K | Sell |
|
|||||
|
2017
Q4 | $373K | Sell |
|
|||||
|
2017
Q3 | $324K | Sell |
|
|||||
|
2017
Q2 | $292K | Buy |
|