Logan Capital Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
7,116
-6,323
| -47% | -$667K | 0.03% | 217 |
|
|
2025
Q1 | $1.38M | Buy |
13,439
+649
| +5% | +$66.7K | 0.06% | 198 |
|
|
2024
Q4 | $1.39M | Sell |
12,790
-2,007
| -14% | -$219K | 0.06% | 201 |
|
|
2024
Q3 | $2.12M | Buy |
14,797
+5,976
| +68% | +$858K | 0.09% | 178 |
|
|
2024
Q2 | $971K | Buy |
+8,821
| New | +$971K | 0.04% | 219 |
|
|
2022
Q4 | – | Sell |
-2,350
| Closed | -$88K | – | 536 |
|
|
2022
Q3 | $88K | Hold |
2,350
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $93K | Buy |
2,350
+885
| +60% | +$35K | 0.01% | 315 |
|
|
2022
Q1 | $61K | Sell |
1,465
-885
| -38% | -$36.9K | ﹤0.01% | 348 |
|
|
2021
Q4 | $134K | Hold |
2,350
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $108K | Hold |
2,350
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $128K | Hold |
2,350
| – | – | 0.01% | 305 |
|
|
2021
Q1 | $123K | Buy |
+2,350
| New | +$123K | 0.01% | 300 |
|