Jones Financial Companies’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
5,449
+506
| +10% | +$53.4K | ﹤0.01% | 1222 |
|
|
2025
Q1 | $503K | Sell |
4,943
-981
| -17% | -$99.8K | ﹤0.01% | 1124 |
|
|
2024
Q4 | $645K | Buy |
5,924
+1,672
| +39% | +$182K | ﹤0.01% | 889 |
|
|
2024
Q3 | $609K | Buy |
4,252
+3,160
| +289% | +$452K | ﹤0.01% | 753 |
|
|
2024
Q2 | $120K | Buy |
+1,092
| New | +$120K | ﹤0.01% | 991 |
|
|
2023
Q2 | – | Sell |
-40
| Closed | -$2.33K | – | 575 |
|
|
2023
Q1 | $2.33K | Sell |
40
-80
| -67% | -$4.66K | ﹤0.01% | 552 |
|
|
2022
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 547 |
|
|
2022
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 478 |
|
|
2022
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 549 |
|
|
2022
Q1 | $5K | Sell |
120
-180
| -60% | -$7.5K | ﹤0.01% | 584 |
|
|
2021
Q4 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 488 |
|
|
2021
Q2 | – | Sell |
-116
| Closed | -$6K | – | 755 |
|
|
2021
Q1 | $6K | Buy |
116
+43
| +59% | +$2.22K | ﹤0.01% | 603 |
|
|
2020
Q4 | $3K | Buy |
+73
| New | +$3K | ﹤0.01% | 567 |
|
|
2013
Q4 | – | Sell |
-75
| Closed | -$1K | – | 454 |
|
|
2013
Q3 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 695 |
|