J.P. Morgan Private Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.2M | Sell |
16,206
-1,346
| -8% | -$99.7K | ﹤0.01% | 916 |
|
|
2023
Q2 | $1.36M | Sell |
17,552
-11,057
| -39% | -$859K | 0.01% | 675 |
|
|
2023
Q1 | $1.67M | Sell |
28,609
-4,825
| -14% | -$281K | ﹤0.01% | 950 |
|
|
2022
Q4 | $1.52M | Sell |
33,434
-16
| -0% | -$728 | ﹤0.01% | 948 |
|
|
2022
Q3 | $1.25M | Sell |
33,450
-1,928
| -5% | -$72.3K | ﹤0.01% | 1035 |
|
|
2022
Q2 | $1.4M | Sell |
35,378
-151,613
| -81% | -$6.01M | ﹤0.01% | 975 |
|
|
2022
Q1 | $7.84M | Buy |
186,991
+15,570
| +9% | +$652K | 0.02% | 508 |
|
|
2021
Q4 | $9.8M | Buy |
171,421
+98,088
| +134% | +$5.61M | 0.02% | 438 |
|
|
2021
Q3 | $3.37M | Buy |
73,333
+43,977
| +150% | +$2.02M | 0.01% | 704 |
|
|
2021
Q2 | $1.6M | Buy |
29,356
+3,581
| +14% | +$195K | ﹤0.01% | 978 |
|
|
2021
Q1 | $1.35M | Buy |
25,775
+19,720
| +326% | +$1.03M | ﹤0.01% | 909 |
|
|
2020
Q4 | $261K | Buy |
6,055
+373
| +7% | +$16.1K | ﹤0.01% | 1554 |
|
|
2020
Q3 | $263K | Sell |
5,682
-11,679
| -67% | -$541K | ﹤0.01% | 1415 |
|
|
2020
Q2 | $591K | Buy |
+17,361
| New | +$591K | ﹤0.01% | 1013 |
|
|
2019
Q4 | – | Sell |
-11,601
| Closed | -$424K | – | 1495 |
|
|
2019
Q3 | $424K | Sell |
11,601
-9,708
| -46% | -$355K | ﹤0.01% | 1052 |
|
|
2019
Q2 | $674K | Sell |
21,309
-11,637
| -35% | -$368K | ﹤0.01% | 884 |
|
|
2019
Q1 | $921K | Buy |
32,946
+79
| +0.2% | +$2.21K | ﹤0.01% | 826 |
|
|
2018
Q4 | $854K | Buy |
32,867
+3,735
| +13% | +$97K | 0.01% | 800 |
|
|
2018
Q3 | $722K | Buy |
29,132
+20,195
| +226% | +$501K | ﹤0.01% | 935 |
|
|
2018
Q2 | $257K | Buy |
8,937
+910
| +11% | +$26.2K | ﹤0.01% | 1267 |
|
|
2018
Q1 | $237K | Buy |
8,027
+1,859
| +30% | +$54.9K | ﹤0.01% | 1134 |
|
|
2017
Q4 | $205K | Buy |
+6,168
| New | +$205K | ﹤0.01% | 1179 |
|
|
2017
Q3 | – | Sell |
-21,873
| Closed | -$537K | – | 1273 |
|
|
2017
Q2 | $537K | Buy |
21,873
+2,559
| +13% | +$62.8K | ﹤0.01% | 817 |
|
|
2017
Q1 | $455K | Buy |
19,314
+4,473
| +30% | +$105K | ﹤0.01% | 897 |
|
|
2016
Q4 | $273K | Buy |
+14,841
| New | +$273K | ﹤0.01% | 1042 |
|
|
2014
Q1 | – | Sell |
-130,858
| Closed | -$2.67M | – | 885 |
|
|
2013
Q4 | $2.67M | Buy |
+130,858
| New | +$2.67M | 0.05% | 227 |
|