LIM
Leavell Investment Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
2,260
+102
| +5% | +$10.8K | 0.01% | 532 |
|
|
2025
Q1 | $222K | Buy |
2,158
+320
| +17% | +$33K | 0.01% | 515 |
|
|
2024
Q4 | $201K | Buy |
1,838
+229
| +14% | +$25K | 0.01% | 530 |
|
|
2024
Q3 | $231K | Buy |
+1,609
| New | +$231K | 0.01% | 501 |
|
|
2019
Q2 | – | Sell |
-10,500
| Closed | -$295K | – | 385 |
|
|
2019
Q1 | $295K | Sell |
10,500
-500
| -5% | -$14K | 0.03% | 313 |
|
|
2018
Q4 | $287K | Sell |
11,000
-2,000
| -15% | -$52.2K | 0.04% | 306 |
|
|
2018
Q3 | $323K | Buy |
13,000
+500
| +4% | +$12.4K | 0.03% | 308 |
|
|
2018
Q2 | $361K | Buy |
+12,500
| New | +$361K | 0.04% | 298 |
|