Level Four Advisory Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
41,420
+8,899
| +27% | +$939K | 0.16% | 175 |
|
|
2025
Q1 | $3.34M | Buy |
32,521
+1,654
| +5% | +$170K | 0.14% | 188 |
|
|
2024
Q4 | $3.36M | Buy |
30,867
+1,102
| +4% | +$120K | 0.14% | 179 |
|
|
2024
Q3 | $3.86M | Sell |
29,765
-2,278
| -7% | -$295K | 0.16% | 170 |
|
|
2024
Q2 | $3.53M | Sell |
32,043
-5,255
| -14% | -$579K | 0.16% | 179 |
|
|
2024
Q1 | $3.85M | Buy |
37,298
+1,435
| +4% | +$148K | 0.21% | 125 |
|
|
2023
Q4 | $3.7M | Sell |
35,863
-3,435
| -9% | -$355K | 0.21% | 127 |
|
|
2023
Q3 | $2.91M | Buy |
39,298
+332
| +0.9% | +$24.6K | 0.19% | 138 |
|
|
2023
Q2 | $3.03M | Buy |
38,966
+4,602
| +13% | +$357K | 0.18% | 135 |
|
|
2023
Q1 | $2M | Sell |
34,364
-590
| -2% | -$34.4K | 0.13% | 179 |
|
|
2022
Q4 | $1.59M | Sell |
34,954
-1,204
| -3% | -$54.8K | 0.12% | 191 |
|
|
2022
Q3 | $1.36M | Buy |
36,158
+615
| +2% | +$23.1K | 0.13% | 173 |
|
|
2022
Q2 | $1.41M | Buy |
35,543
+1,525
| +4% | +$60.5K | 0.13% | 173 |
|
|
2022
Q1 | $1.43M | Buy |
34,018
+1,832
| +6% | +$76.7K | 0.11% | 181 |
|
|
2021
Q4 | $1.84M | Buy |
32,186
+2,772
| +9% | +$158K | 0.14% | 163 |
|
|
2021
Q3 | $1.35M | Sell |
29,414
-51
| -0.2% | -$2.34K | 0.14% | 157 |
|
|
2021
Q2 | $1.61M | Buy |
29,465
+1,824
| +7% | +$99.5K | 0.11% | 201 |
|
|
2021
Q1 | $1.45M | Buy |
27,641
+3,360
| +14% | +$176K | 0.11% | 202 |
|
|
2020
Q4 | $1.05M | Sell |
24,281
-598
| -2% | -$25.8K | 0.08% | 237 |
|
|
2020
Q3 | $1.15M | Sell |
24,879
-631
| -2% | -$29.2K | 0.09% | 224 |
|
|
2020
Q2 | $864K | Buy |
25,510
+2,706
| +12% | +$91.7K | 0.07% | 277 |
|
|
2020
Q1 | $518K | Buy |
+22,804
| New | +$518K | 0.06% | 308 |
|
|
2018
Q2 | – | Sell |
-8,737
| Closed | -$258K | – | 628 |
|
|
2018
Q1 | $258K | Buy |
+8,737
| New | +$258K | 0.02% | 460 |
|