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 |
|