Liberty One Investment Management’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-88
Closed -$9.11K 193
2023
Q4
$9.11K Hold
88
﹤0.01% 165
2023
Q3
$6.54K Sell
88
-1
-1% -$74 ﹤0.01% 149
2023
Q2
$6.93K Sell
89
-186
-68% -$14.5K ﹤0.01% 157
2023
Q1
$16.1K Hold
275
﹤0.01% 137
2022
Q4
$12.5K Buy
275
+1
+0.4% +$45 ﹤0.01% 139
2022
Q3
$10K Sell
274
-19,437
-99% -$709K ﹤0.01% 142
2022
Q2
$1.08M Sell
19,711
-1,131
-5% -$61.7K 0.18% 90
2022
Q1
$873K Sell
20,842
-665
-3% -$27.9K 0.13% 99
2021
Q4
$1.23M Buy
21,507
+1,462
+7% +$83.5K 0.19% 81
2021
Q3
$920K Buy
20,045
+334
+2% +$15.3K 0.16% 101
2021
Q2
$1.08M Buy
19,711
+647
+3% +$35.3K 0.18% 90
2021
Q1
$1M Buy
19,064
+959
+5% +$50.3K 0.18% 85
2020
Q4
$781K Sell
18,105
-988
-5% -$42.6K 0.15% 102
2020
Q3
$884K Sell
19,093
-1,687
-8% -$78.1K 0.18% 77
2020
Q2
$707K Sell
20,780
-2,971
-13% -$101K 0.16% 88
2020
Q1
$530K Sell
23,751
-915
-4% -$20.4K 0.14% 91
2019
Q4
$957K Buy
+24,666
New +$957K 0.21% 75