J. Safra Sarasin Holding’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
2,906
-17,187
| -86% | -$1.81M | 0.01% | 424 |
|
|
2025
Q1 | $2.07M | Sell |
20,093
-158,852
| -89% | -$16.3M | 0.04% | 217 |
|
|
2024
Q4 | $19.5M | Sell |
178,945
-38,320
| -18% | -$4.17M | 0.33% | 82 |
|
|
2024
Q3 | $31.2M | Buy |
217,265
+10,659
| +5% | +$1.53M | 0.54% | 56 |
|
|
2024
Q2 | $22.7M | Buy |
+206,606
| New | +$22.7M | 0.42% | 70 |
|