Laird Norton Wetherby Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $635K | Buy |
4,808
+292
| +6% | +$36.3K | 0.03% | 494 |
|
|
2025
Q2 | $476K | Buy |
+4,516
| New | +$455K | 0.02% | 579 |
|
|
2024
Q4 | $495K | Sell |
4,541
-185
| -4% | -$24K | 0.02% | 535 |
|
|
2024
Q3 | $678K | Sell |
4,726
-47
| -1% | -$5.98K | 0.03% | 467 |
|
|
2024
Q2 | $526K | Hold |
4,773
| – | – | 0.02% | 519 |
|
|
2024
Q1 | $576K | Sell |
4,773
-19
| -0.4% | -$2.04K | 0.03% | 519 |
|
|
2023
Q4 | $495K | Sell |
4,792
-167
| -3% | -$14.2K | 0.03% | 550 |
|
|
2023
Q3 | $367K | Sell |
4,959
-100
| -2% | -$7.97K | 0.02% | 622 |
|
|
2023
Q2 | $393K | Buy |
5,059
+23
| +0.5% | +$1.56K | 0.02% | 624 |
|
|
2023
Q1 | $293K | Buy |
5,036
+126
| +3% | +$6.8K | 0.02% | 715 |
|
|
2022
Q4 | $224K | Buy |
+4,910
| New | +$207K | 0.01% | 767 |
|
|
2022
Q3 | – | Sell |
-5,449
| Closed | -$216K | – | 931 |
|
|
2022
Q2 | $216K | Sell |
5,449
-461
| -8% | -$19.4K | 0.01% | 795 |
|
|
2022
Q1 | $248K | Buy |
5,910
+125
| +2% | +$6.2K | 0.01% | 778 |
|
|
2021
Q4 | $331K | Buy |
5,785
+304
| +6% | +$15.6K | 0.02% | 688 |
|
|
2021
Q3 | $252K | Sell |
5,481
-174
| -3% | -$9.04K | 0.02% | 777 |
|
|
2021
Q2 | $309K | Buy |
5,655
+203
| +4% | +$11.3K | 0.02% | 708 |
|
|
2021
Q1 | $286K | Buy |
5,452
+73
| +1% | +$3.41K | 0.02% | 617 |
|
|
2020
Q4 | $232K | Sell |
5,379
-16
| -0.3% | -$709 | 0.02% | 766 |
|
|
2020
Q3 | $250K | Sell |
5,395
-753
| -12% | -$32.2K | 0.02% | 576 |
|
|
2020
Q2 | $209K | Buy |
+6,148
| New | +$185K | 0.02% | 629 |
|
|
2020
Q1 | – | Sell |
-6,268
| Closed | -$244K | – | 735 |
|
|
2019
Q4 | $244K | Buy |
6,268
+95
| +2% | +$3.69K | 0.02% | 600 |
|
|
2019
Q3 | $226K | Buy |
+6,173
| New | +$205K | 0.02% | 624 |
|
Other funds holding PHM
GA
