MCF Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31
| Closed | -$3.38K | – | 997 |
|
|
2024
Q4 | $3.38K | Sell |
31
-5
| -14% | -$649 | ﹤0.01% | 814 |
|
|
2024
Q3 | $5.17K | Hold |
36
| – | – | ﹤0.01% | 742 |
|
|
2024
Q2 | $3.96K | Hold |
36
| – | – | ﹤0.01% | 767 |
|
|
2024
Q1 | $4.34K | Buy |
36
+5
| +16% | +$536 | ﹤0.01% | 738 |
|
|
2023
Q4 | $3.2K | Hold |
31
| – | – | ﹤0.01% | 733 |
|
|
2023
Q3 | $2.3K | Hold |
31
| – | – | ﹤0.01% | 749 |
|
|
2023
Q2 | $2.41K | Hold |
31
| – | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $1.81K | Hold |
31
| – | – | ﹤0.01% | 720 |
|
|
2022
Q4 | $1.41K | Hold |
31
| – | – | ﹤0.01% | 713 |
|
|
2022
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 764 |
|
|
2022
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 723 |
|
|
2022
Q1 | $1K | Buy |
+31
| New | +$1.54K | ﹤0.01% | 727 |
|
|
2021
Q4 | – | Sell |
-31
| Closed | -$1K | – | 502 |
|
|
2021
Q3 | $1K | Buy |
+31
| New | +$1.61K | ﹤0.01% | 713 |
|
|
2020
Q2 | – | Sell |
-11,934
| Closed | -$266K | – | 499 |
|
|
2020
Q1 | $266K | Hold |
11,934
| – | – | 0.04% | 118 |
|
|
2019
Q4 | $463K | Hold |
11,934
| – | – | 0.07% | 85 |
|
|
2019
Q3 | $436K | Buy |
11,934
+2
| +0% | +$67 | 0.07% | 84 |
|
|
2019
Q2 | $377K | Buy |
11,932
+3
| +0% | +$94 | 0.06% | 90 |
|
|
2019
Q1 | $334K | Buy |
11,929
+2
| +0% | +$55 | 0.06% | 100 |
|
|
2018
Q4 | $310K | Buy |
11,927
+2
| +0% | +$49 | 0.06% | 98 |
|
|
2018
Q3 | $295K | Buy |
11,925
+2
| +0% | +$57 | 0.05% | 97 |
|
|
2018
Q2 | $343K | Buy |
11,923
+2
| +0% | +$60 | 0.07% | 92 |
|
|
2018
Q1 | $352K | Buy |
11,921
+1
| +0% | +$31 | 0.07% | 84 |
|
|
2017
Q4 | $396K | Buy |
11,920
+2
| +0% | +$62 | 0.07% | 75 |
|
|
2017
Q3 | $326K | Buy |
11,918
+2
| +0% | +$51 | 0.06% | 81 |
|
|
2017
Q2 | $292K | Buy |
11,916
+2
| +0% | +$47 | 0.06% | 81 |
|
|
2017
Q1 | $281K | Buy |
11,914
+4
| +0% | +$86 | 0.06% | 79 |
|
|
2016
Q4 | $219K | Buy |
11,910
+52
| +0.4% | +$988 | 0.05% | 85 |
|
|
2016
Q3 | $238K | Buy |
11,858
+55
| +0.5% | +$1.14K | 0.06% | 82 |
|
|
2016
Q2 | $230K | Buy |
11,803
+60
| +0.5% | +$1.11K | 0.06% | 87 |
|
|
2016
Q1 | $220K | Buy |
11,743
+60
| +0.5% | +$1.02K | 0.06% | 80 |
|
|
2015
Q4 | $208K | Buy |
11,683
+48
| +0.4% | +$895 | 0.06% | 80 |
|
|
2015
Q3 | $220K | Buy |
11,635
+43
| +0.4% | +$875 | 0.06% | 83 |
|
|
2015
Q2 | $234K | Buy |
11,592
+594
| +5% | +$12K | 0.06% | 81 |
|
|
2015
Q1 | $244K | Buy |
10,998
+41
| +0.4% | +$893 | 0.06% | 72 |
|
|
2014
Q4 | $235K | Buy |
10,957
+30
| +0.3% | +$599 | 0.06% | 80 |
|
|
2014
Q3 | $210K | Buy |
10,927
+27
| +0.2% | +$509 | 0.06% | 83 |
|
|
2014
Q2 | $209K | Buy |
10,900
+28
| +0.3% | +$538 | 0.07% | 83 |
|
|
2014
Q1 | $209K | Buy |
10,872
+27
| +0.2% | +$533 | 0.07% | 84 |
|
|
2013
Q4 | $208K | Buy |
+10,845
| New | +$192K | 0.07% | 81 |
|
Other funds holding PHM
GA
