Liberty 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 | $735K | Buy |
|
|||||
|
2025
Q2 | $585K | Buy |
|
|||||
|
2025
Q1 | $569K | Buy |
|
|||||
|
2024
Q4 | $603K | Buy |
|
|||||
|
2024
Q3 | $792K | Sell |
|
|||||
|
2024
Q2 | $609K | Buy |
|
|||||
|
2024
Q1 | $663K | Buy |
|
|||||
|
2023
Q4 | $567K | Buy |
|
|||||
|
2023
Q3 | $406K | Buy |
|
|||||
|
2023
Q2 | $425K | Sell |
|
|||||
|
2023
Q1 | $321K | Buy |
|
|||||
|
2022
Q3 | $202K | Buy |
|
|||||
|
2022
Q2 | $213K | Buy |
|
|||||
|
2022
Q1 | $225K | Buy |
|
|||||
|
2021
Q4 | $307 | Sell |
|
|||||
|
2021
Q3 | $531K | Buy |
|
|||||
|
2021
Q2 | $627K | Buy |
|
|||||
|
2021
Q1 | $512K | Hold |
|
|||||
|
2020
Q4 | $512K | Buy |
|
|||||
|
2020
Q3 | $526K | Buy |
|
|||||
|
2020
Q2 | $385K | Buy |
|
|||||
|
2020
Q1 | $251K | Sell |
|
|||||
|
2019
Q4 | $450K | Buy |
|
|||||
|
2019
Q3 | $423K | Buy |
|
|||||
|
2019
Q2 | $352K | Sell |
|
|||||
|
2019
Q1 | $322K | Sell |
|
|||||
|
2018
Q4 | $320K | Buy |
|