Johnson Financial Group Inc (Wisconsin)’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.4K | Buy |
+609
| New | +$64.4K | ﹤0.01% | 432 |
|
|
2024
Q4 | – | Sell |
-1,114
| Closed | -$160K | – | 960 |
|
|
2024
Q3 | $160K | Buy |
+1,114
| New | +$160K | 0.01% | 382 |
|
|
2024
Q2 | – | Sell |
-710
| Closed | -$85.6K | – | 931 |
|
|
2024
Q1 | $85.6K | Buy |
710
+283
| +66% | +$34.1K | ﹤0.01% | 369 |
|
|
2023
Q4 | $44.2K | Buy |
427
+17
| +4% | +$1.76K | ﹤0.01% | 463 |
|
|
2023
Q3 | $30.4K | Buy |
410
+283
| +223% | +$21K | ﹤0.01% | 443 |
|
|
2023
Q2 | $9.89K | Buy |
+127
| New | +$9.89K | ﹤0.01% | 539 |
|
|
2023
Q1 | – | Sell |
-226
| Closed | -$10.3K | – | 692 |
|
|
2022
Q4 | $10.3K | Sell |
226
-293
| -56% | -$13.4K | ﹤0.01% | 495 |
|
|
2022
Q3 | $20K | Buy |
519
+254
| +96% | +$9.79K | ﹤0.01% | 440 |
|
|
2022
Q2 | $11K | Hold |
265
| – | – | ﹤0.01% | 527 |
|
|
2022
Q1 | $11K | Sell |
265
-264
| -50% | -$11K | ﹤0.01% | 576 |
|
|
2021
Q4 | $30K | Buy |
+529
| New | +$30K | ﹤0.01% | 522 |
|