MAI Capital Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
1,009
-371
| -27% | -$39.1K | ﹤0.01% | 1381 |
|
|
2025
Q1 | $142K | Sell |
1,380
-153
| -10% | -$15.7K | ﹤0.01% | 1202 |
|
|
2024
Q4 | $167K | Buy |
1,533
+68
| +5% | +$7.41K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $210K | Sell |
1,465
-14,976
| -91% | -$2.15M | ﹤0.01% | 964 |
|
|
2024
Q2 | $1.81M | Buy |
16,441
+3,455
| +27% | +$380K | 0.02% | 423 |
|
|
2024
Q1 | $1.57M | Buy |
12,986
+247
| +2% | +$29.8K | 0.02% | 441 |
|
|
2023
Q4 | $1.31M | Buy |
12,739
+400
| +3% | +$41.3K | 0.02% | 397 |
|
|
2023
Q3 | $914K | Sell |
12,339
-531
| -4% | -$39.3K | 0.01% | 447 |
|
|
2023
Q2 | $1,000K | Sell |
12,870
-268
| -2% | -$20.8K | 0.01% | 424 |
|
|
2023
Q1 | $766K | Buy |
13,138
+229
| +2% | +$13.3K | 0.01% | 482 |
|
|
2022
Q4 | $588K | Buy |
12,909
+2,013
| +18% | +$91.7K | 0.01% | 562 |
|
|
2022
Q3 | $409K | Buy |
10,896
+3,874
| +55% | +$145K | 0.01% | 595 |
|
|
2022
Q2 | $278K | Buy |
7,022
+879
| +14% | +$34.8K | 0.01% | 676 |
|
|
2022
Q1 | $257K | Sell |
6,143
-2,644
| -30% | -$111K | ﹤0.01% | 710 |
|
|
2021
Q4 | $502K | Buy |
8,787
+3,950
| +82% | +$226K | 0.01% | 551 |
|
|
2021
Q3 | $222K | Sell |
4,837
-24
| -0.5% | -$1.1K | ﹤0.01% | 672 |
|
|
2021
Q2 | $265K | Buy |
4,861
+252
| +5% | +$13.7K | 0.01% | 616 |
|
|
2021
Q1 | $242K | Sell |
4,609
-3,474
| -43% | -$182K | 0.01% | 609 |
|
|
2020
Q4 | $349K | Buy |
8,083
+135
| +2% | +$5.83K | 0.01% | 492 |
|
|
2020
Q3 | $368K | Sell |
7,948
-2,613
| -25% | -$121K | 0.01% | 418 |
|
|
2020
Q2 | $359K | Buy |
10,561
+1,590
| +18% | +$54K | 0.01% | 405 |
|
|
2020
Q1 | $200K | Sell |
8,971
-678
| -7% | -$15.1K | 0.01% | 463 |
|
|
2019
Q4 | $374K | Sell |
9,649
-2,028
| -17% | -$78.6K | 0.01% | 414 |
|
|
2019
Q3 | $427K | Hold |
11,677
| – | – | 0.02% | 359 |
|
|
2019
Q2 | $369K | Buy |
11,677
+28
| +0.2% | +$885 | 0.02% | 374 |
|
|
2019
Q1 | $326K | Buy |
+11,649
| New | +$326K | 0.02% | 331 |
|
|
2015
Q1 | – | Sell |
-132,600
| Closed | -$2.85M | – | 502 |
|
|
2014
Q4 | $2.85M | Sell |
132,600
-11,789
| -8% | -$253K | 0.2% | 111 |
|
|
2014
Q3 | $2.55M | Buy |
144,389
+4,769
| +3% | +$84.2K | 0.25% | 101 |
|
|
2014
Q2 | $2.82M | Buy |
139,620
+8,379
| +6% | +$169K | 0.27% | 91 |
|
|
2014
Q1 | $2.52M | Buy |
131,241
+17,475
| +15% | +$335K | 0.25% | 92 |
|
|
2013
Q4 | $2.32M | Buy |
113,766
+5,436
| +5% | +$111K | 0.25% | 90 |
|
|
2013
Q3 | $1.79M | Buy |
+108,330
| New | +$1.79M | 0.23% | 85 |
|