Laffer Tengler Investments’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-34
| Closed | -$3.74K | – | 304 |
|
|
2024
Q2 | $3.74K | Hold |
34
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $4.1K | Hold |
34
| – | – | ﹤0.01% | 348 |
|
|
2023
Q4 | $3.51K | Hold |
34
| – | – | ﹤0.01% | 340 |
|
|
2023
Q3 | $2.52K | Sell |
34
-8,825
| -100% | -$654K | ﹤0.01% | 301 |
|
|
2023
Q2 | $688K | Buy |
8,859
+5
| +0.1% | +$388 | 0.18% | 117 |
|
|
2023
Q1 | $516K | Buy |
8,854
+32
| +0.4% | +$1.87K | 0.14% | 138 |
|
|
2022
Q4 | $402K | Buy |
8,822
+2,595
| +42% | +$118K | 0.12% | 152 |
|
|
2022
Q3 | $234K | Hold |
6,227
| – | – | 0.09% | 167 |
|
|
2022
Q2 | $247K | Hold |
6,227
| – | – | 0.09% | 163 |
|
|
2022
Q1 | $261K | Sell |
6,227
-8,774
| -58% | -$368K | 0.08% | 170 |
|
|
2021
Q4 | $857K | Buy |
15,001
+1,698
| +13% | +$97.1K | 0.25% | 113 |
|
|
2021
Q3 | $611K | Buy |
13,303
+3,113
| +31% | +$143K | 0.18% | 132 |
|
|
2021
Q2 | $556K | Buy |
10,190
+7,641
| +300% | +$417K | 0.21% | 109 |
|
|
2021
Q1 | $134K | Buy |
2,549
+283
| +12% | +$14.8K | 0.05% | 204 |
|
|
2020
Q4 | $99.9K | Buy |
+2,266
| New | +$99.9K | 0.04% | 205 |
|
|
2019
Q2 | – | Sell |
-65,690
| Closed | -$1.84M | – | 155 |
|
|
2019
Q1 | $1.84M | Hold |
65,690
| – | – | 0.49% | 108 |
|
|
2018
Q4 | $1.71M | Hold |
65,690
| – | – | 0.5% | 102 |
|
|
2018
Q3 | $1.63M | Hold |
65,690
| – | – | 0.4% | 131 |
|
|
2018
Q2 | $1.89M | Hold |
65,690
| – | – | 0.48% | 122 |
|
|
2018
Q1 | $1.94M | Buy |
+65,690
| New | +$1.94M | 0.48% | 126 |
|
|
2016
Q4 | – | Sell |
-51,744
| Closed | -$1.04M | – | 271 |
|
|
2016
Q3 | $1.04M | Hold |
51,744
| – | – | 0.29% | 146 |
|
|
2016
Q2 | $1.01M | Buy |
+51,744
| New | +$1.01M | 0.29% | 150 |
|