Kolinsky Wealth Management’s Pultegroup PHM Stock Holding History

Kolinsky Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$224K	Sell	2,059 -18	-0.9%	-$2.34K	0.14%	154
2024 Q3	$298K	Sell	2,077 -112	-5%	-$14.2K	0.19%	119
2024 Q2	$241K	Sell	2,189 -619	-22%	-$70.3K	0.17%	126
2024 Q1	$339K	Sell	2,808 -178	-6%	-$19.1K	0.26%	95
2023 Q4	$308K	Buy	+2,986	New	+$254K	0.27%	93
2023 Q3	–	Sell	-2,795	Closed	-$216K	–	140
2023 Q2	$216K	Buy	+2,795	New	+$189K	0.21%	120

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kolinsky Wealth Management's PHM Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Pultegroup (PHM) stake by 0.87% in Q4 2024, selling an estimated $2.34K and leaving 2,059 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #154.

Kolinsky Wealth Management first reported a position in PHM in Q2 2023 and has held it in 6 quarters since. The position peaked at $339K in Q1 2024. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Kolinsky Wealth Management held 2,059 shares of Pultegroup worth $224K as of Q4 2024.
Kolinsky Wealth Management sold 18 Pultegroup shares in Q4 2024, an estimated $2.34K.
Pultegroup made up 0.14% of Kolinsky Wealth Management's portfolio in Q4 2024, its #154 holding.
Kolinsky Wealth Management first reported a position in Pultegroup in Q2 2023 and has held it in 6 quarters since.
Kolinsky Wealth Management's Pultegroup position peaked at $339K in Q1 2024.
985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.