MSAM
Moloney Securities Asset Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
6,067
-141
| -2% | -$14.9K | 0.08% | 234 |
|
|
2025
Q1 | $638K | Sell |
6,208
-39
| -0.6% | -$4.01K | 0.09% | 224 |
|
|
2024
Q4 | $680K | Sell |
6,247
-206
| -3% | -$22.4K | 0.09% | 227 |
|
|
2024
Q3 | $926K | Sell |
6,453
-173
| -3% | -$24.8K | 0.12% | 204 |
|
|
2024
Q2 | $730K | Buy |
6,626
+1,235
| +23% | +$136K | 0.11% | 213 |
|
|
2024
Q1 | $650K | Hold |
5,391
| – | – | 0.1% | 225 |
|
|
2023
Q4 | $556K | Hold |
5,391
| – | – | 0.09% | 229 |
|
|
2023
Q3 | $399K | Buy |
+5,391
| New | +$399K | 0.07% | 257 |
|