LPL Financial’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.5M | Sell |
224,907
-147,761
| -40% | -$18.9M | 0.01% | 1289 |
|
|
2025
Q4 | $43.7M | Sell |
372,668
-27,579
| -7% | -$3.38M | 0.01% | 934 |
|
|
2025
Q3 | $52.9M | Buy |
400,247
+125,836
| +46% | +$15.6M | 0.02% | 828 |
|
|
2025
Q2 | $28.9M | Sell |
274,411
-81,609
| -23% | -$8.22M | 0.01% | 1040 |
|
|
2025
Q1 | $36.6M | Sell |
356,020
-34,559
| -9% | -$3.73M | 0.01% | 835 |
|
|
2024
Q4 | $42.5M | Buy |
390,579
+39,321
| +11% | +$5.11M | 0.02% | 733 |
|
|
2024
Q3 | $50.4M | Buy |
351,258
+20,044
| +6% | +$2.55M | 0.02% | 609 |
|
|
2024
Q2 | $36.5M | Buy |
331,214
+33,808
| +11% | +$3.84M | 0.02% | 688 |
|
|
2024
Q1 | $35.9M | Buy |
297,406
+43,061
| +17% | +$4.62M | 0.02% | 670 |
|
|
2023
Q4 | $26.3M | Buy |
254,345
+15,316
| +6% | +$1.3M | 0.02% | 755 |
|
|
2023
Q3 | $17.7M | Buy |
239,029
+104,645
| +78% | +$8.34M | 0.01% | 856 |
|
|
2023
Q2 | $10.4M | Buy |
134,384
+65,746
| +96% | +$4.46M | 0.01% | 1110 |
|
|
2023
Q1 | $4M | Buy |
68,638
+13,488
| +24% | +$728K | ﹤0.01% | 1649 |
|
|
2022
Q4 | $2.51M | Buy |
55,150
+6,276
| +13% | +$264K | ﹤0.01% | 1909 |
|
|
2022
Q3 | $1.83M | Sell |
48,874
-21,647
| -31% | -$910K | ﹤0.01% | 2055 |
|
|
2022
Q2 | $2.79M | Buy |
70,521
+22,441
| +47% | +$945K | ﹤0.01% | 1765 |
|
|
2022
Q1 | $2.02M | Sell |
48,080
-17,006
| -26% | -$844K | ﹤0.01% | 2056 |
|
|
2021
Q4 | $3.72M | Buy |
65,086
+8,886
| +16% | +$456K | ﹤0.01% | 1646 |
|
|
2021
Q3 | $2.58M | Buy |
56,200
+684
| +1% | +$35.5K | ﹤0.01% | 1860 |
|
|
2021
Q2 | $3.03M | Sell |
55,516
-26,109
| -32% | -$1.46M | ﹤0.01% | 1681 |
|
|
2021
Q1 | $4.28M | Buy |
81,625
+581
| +0.7% | +$27.1K | ﹤0.01% | 1334 |
|
|
2020
Q4 | $3.5M | Buy |
81,044
+510
| +0.6% | +$22.6K | ﹤0.01% | 1322 |
|
|
2020
Q3 | $3.73M | Sell |
80,534
-2,569
| -3% | -$110K | 0.01% | 1101 |
|
|
2020
Q2 | $2.83M | Buy |
83,103
+2,546
| +3% | +$76.4K | ﹤0.01% | 1171 |
|
|
2020
Q1 | $1.8M | Buy |
80,557
+25,377
| +46% | +$980K | ﹤0.01% | 1257 |
|
|
2019
Q4 | $2.14M | Buy |
55,180
+14,938
| +37% | +$580K | ﹤0.01% | 1311 |
|
|
2019
Q3 | $1.47M | Buy |
40,242
+4,099
| +11% | +$136K | ﹤0.01% | 1469 |
|
|
2019
Q2 | $1.14M | Buy |
36,143
+2,240
| +7% | +$69.9K | ﹤0.01% | 1635 |
|
|
2019
Q1 | $948K | Sell |
33,903
-1,729
| -5% | -$47.1K | ﹤0.01% | 1683 |
|
|
2018
Q4 | $926K | Sell |
35,632
-820
| -2% | -$20.3K | ﹤0.01% | 1585 |
|
|
2018
Q3 | $903K | Buy |
36,452
+1,799
| +5% | +$51K | ﹤0.01% | 1746 |
|
|
2018
Q2 | $996K | Sell |
34,653
-1,476
| -4% | -$44.4K | ﹤0.01% | 1629 |
|
|
2018
Q1 | $1.06M | Sell |
36,129
-26,263
| -42% | -$815K | ﹤0.01% | 1557 |
|
|
2017
Q4 | $2.08M | Sell |
62,392
-11,951
| -16% | -$371K | 0.01% | 1038 |
|
|
2017
Q3 | $2.03M | Buy |
74,343
+13,975
| +23% | +$354K | 0.01% | 982 |
|
|
2017
Q2 | $1.48M | Buy |
60,368
+6,468
| +12% | +$151K | 0.01% | 1125 |
|
|
2017
Q1 | $1.27M | Sell |
53,900
-1,198
| -2% | -$25.8K | 0.01% | 1108 |
|
|
2016
Q4 | $1.02M | Buy |
55,098
+1,126
| +2% | +$21.4K | 0.01% | 1201 |
|
|
2016
Q3 | $1.08M | Buy |
53,972
+878
| +2% | +$18.2K | 0.01% | 1133 |
|
|
2016
Q2 | $1.04M | Sell |
53,094
-1,537
| -3% | -$28.5K | 0.01% | 1137 |
|
|
2016
Q1 | $959K | Buy |
54,631
+4,054
| +8% | +$69.1K | ﹤0.01% | 1706 |
|
|
2015
Q4 | $876K | Buy |
50,577
+8,947
| +21% | +$167K | ﹤0.01% | 1785 |
|
|
2015
Q3 | $832K | Buy |
41,630
+11,766
| +39% | +$239K | ﹤0.01% | 1384 |
|
|
2015
Q2 | $614K | Sell |
29,864
-39,296
| -57% | -$797K | ﹤0.01% | 1740 |
|
|
2015
Q1 | $1.54M | Buy |
69,160
+2,833
| +4% | +$61.7K | 0.01% | 1067 |
|
|
2014
Q4 | $1.42M | Buy |
66,327
+26,832
| +68% | +$535K | 0.01% | 1083 |
|
|
2014
Q3 | $695K | Buy |
39,495
+142
| +0.4% | +$2.67K | ﹤0.01% | 1537 |
|
|
2014
Q2 | $793K | Buy |
39,353
+13,542
| +52% | +$260K | ﹤0.01% | 1492 |
|
|
2014
Q1 | $495K | Buy |
25,811
+3,253
| +14% | +$64.2K | ﹤0.01% | 1755 |
|
|
2013
Q4 | $460K | Buy |
22,558
+4,073
| +22% | +$72.2K | ﹤0.01% | 1780 |
|
|
2013
Q3 | $296K | Sell |
18,485
-11,465
| -38% | -$196K | ﹤0.01% | 2014 |
|
|
2013
Q2 | $568K | Buy |
+29,950
| New | +$623K | ﹤0.01% | 1480 |
|
Other funds holding PHM
VCM
VPM
GA
