Meritage Portfolio 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
$5.02M Sell
47,568
-717
-1% -$75.6K 0.32% 87
2025
Q1
$4.96M Sell
48,285
-749
-2% -$77K 0.33% 87
2024
Q4
$5.34M Sell
49,034
-545
-1% -$59.4K 0.33% 78
2024
Q3
$7.12M Sell
49,579
-1,163
-2% -$167K 0.44% 64
2024
Q2
$5.59M Sell
50,742
-44,343
-47% -$4.88M 0.35% 84
2024
Q1
$11.5M Sell
95,085
-6,769
-7% -$816K 0.73% 26
2023
Q4
$10.5M Sell
101,854
-965
-0.9% -$99.6K 0.69% 28
2023
Q3
$7.61M Sell
102,819
-2,437
-2% -$180K 0.56% 48
2023
Q2
$8.18M Sell
105,256
-5,992
-5% -$465K 0.58% 41
2023
Q1
$6.48M Buy
111,248
+205
+0.2% +$11.9K 0.49% 67
2022
Q4
$5.06M Sell
111,043
-1,201
-1% -$54.7K 0.4% 84
2022
Q3
$4.21M Buy
+112,244
New +$4.21M 0.35% 89
2020
Q1
Sell
-82,456
Closed -$3.2M 232
2019
Q4
$3.2M Sell
82,456
-1,337
-2% -$51.9K 0.28% 121
2019
Q3
$3.06M Buy
83,793
+9,623
+13% +$352K 0.29% 106
2019
Q2
$2.35M Buy
+74,170
New +$2.35M 0.24% 128