Marquette Asset Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-83
| Closed | -$6.15K | – | 271 |
|
|
2023
Q3 | $6.15K | Sell |
83
-71
| -46% | -$5.26K | ﹤0.01% | 240 |
|
|
2023
Q2 | $12K | Buy |
+154
| New | +$12K | ﹤0.01% | 219 |
|
|
2015
Q2 | – | Sell |
-9,866
| Closed | -$219K | – | 90 |
|
|
2015
Q1 | $219K | Sell |
9,866
-298
| -3% | -$6.62K | 0.09% | 82 |
|
|
2014
Q4 | $218K | Sell |
10,164
-626
| -6% | -$13.4K | 0.09% | 82 |
|
|
2014
Q3 | $191K | Hold |
10,790
| – | – | 0.08% | 84 |
|
|
2014
Q2 | $218K | Hold |
10,790
| – | – | 0.09% | 78 |
|
|
2014
Q1 | $207K | Hold |
10,790
| – | – | 0.09% | 84 |
|
|
2013
Q4 | $220K | Sell |
10,790
-924
| -8% | -$18.8K | 0.09% | 76 |
|
|
2013
Q3 | $193K | Hold |
11,714
| – | – | 0.09% | 76 |
|
|
2013
Q2 | $222K | Buy |
+11,714
| New | +$222K | 0.11% | 73 |
|