Kovitz Investment Group Partners’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.1M | Buy |
57,852
+1,657
| +3% | +$175K | 0.03% | 411 |
|
|
2025
Q1 | $5.78M | Buy |
56,195
+8,788
| +19% | +$903K | 0.03% | 380 |
|
|
2024
Q4 | $5.16M | Buy |
47,407
+2,112
| +5% | +$230K | 0.03% | 390 |
|
|
2024
Q3 | $6.24M | Buy |
45,295
+3,303
| +8% | +$455K | 0.04% | 309 |
|
|
2024
Q2 | $4.62M | Sell |
41,992
-1,489
| -3% | -$164K | 0.04% | 301 |
|
|
2024
Q1 | $5.24M | Buy |
43,481
+7,021
| +19% | +$847K | 0.07% | 198 |
|
|
2023
Q4 | $3.76M | Sell |
36,460
-3,282
| -8% | -$339K | 0.06% | 191 |
|
|
2023
Q3 | $2.94M | Sell |
39,742
-2,189
| -5% | -$162K | 0.05% | 197 |
|
|
2023
Q2 | $3.26M | Sell |
41,931
-8,978
| -18% | -$697K | 0.05% | 197 |
|
|
2023
Q1 | $2.97M | Sell |
50,909
-60,293
| -54% | -$3.51M | 0.05% | 205 |
|
|
2022
Q4 | $5.06M | Buy |
111,202
+96
| +0.1% | +$4.37K | 0.1% | 154 |
|
|
2022
Q3 | $4.17M | Sell |
111,106
-11,368
| -9% | -$426K | 0.1% | 162 |
|
|
2022
Q2 | $4.85M | Buy |
122,474
+5,386
| +5% | +$213K | 0.11% | 151 |
|
|
2022
Q1 | $4.91M | Buy |
117,088
+83,748
| +251% | +$3.51M | 0.09% | 163 |
|
|
2021
Q4 | $1.44M | Sell |
33,340
-57,570
| -63% | -$2.48M | 0.03% | 231 |
|
|
2021
Q3 | $4.18M | Buy |
90,910
+20,517
| +29% | +$942K | 0.08% | 169 |
|
|
2021
Q2 | $3.84M | Buy |
70,393
+27,518
| +64% | +$1.5M | 0.08% | 177 |
|
|
2021
Q1 | $2.25M | Buy |
42,875
+9,635
| +29% | +$505K | 0.05% | 205 |
|
|
2020
Q4 | $1.43M | Sell |
33,240
-40
| -0.1% | -$1.72K | 0.03% | 226 |
|
|
2020
Q3 | $1.54M | Sell |
33,280
-19,974
| -38% | -$925K | 0.04% | 213 |
|
|
2020
Q2 | $1.81M | Sell |
53,254
-20,310
| -28% | -$691K | 0.06% | 193 |
|
|
2020
Q1 | $1.64M | Buy |
+73,564
| New | +$1.64M | 0.06% | 190 |
|