Montag & Associates’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
34,115
-80
| -0.2% | -$8.45K | 0.18% | 117 |
|
|
2025
Q1 | $3.52M | Sell |
34,195
-2,354
| -6% | -$242K | 0.18% | 119 |
|
|
2024
Q4 | $3.99M | Buy |
36,549
+49
| +0.1% | +$5.35K | 0.19% | 111 |
|
|
2024
Q3 | $5.24M | Buy |
36,500
+1,130
| +3% | +$162K | 0.25% | 91 |
|
|
2024
Q2 | $3.9M | Buy |
35,370
+25
| +0.1% | +$2.76K | 0.2% | 109 |
|
|
2024
Q1 | $4.27M | Sell |
35,345
-558
| -2% | -$67.4K | 0.21% | 107 |
|
|
2023
Q4 | $3.71M | Buy |
35,903
+2,327
| +7% | +$241K | 0.21% | 107 |
|
|
2023
Q3 | $2.49M | Sell |
33,576
-6,166
| -16% | -$457K | 0.16% | 133 |
|
|
2023
Q2 | $3.09M | Hold |
39,742
| – | – | 0.19% | 117 |
|
|
2023
Q1 | $2.32M | Sell |
39,742
-3,270
| -8% | -$191K | 0.15% | 134 |
|
|
2022
Q4 | $1.96M | Sell |
43,012
-17,226
| -29% | -$787K | 0.13% | 140 |
|
|
2022
Q3 | $2.27M | Sell |
60,238
-4,901
| -8% | -$184K | 0.16% | 127 |
|
|
2022
Q2 | $2.59M | Sell |
65,139
-111,556
| -63% | -$4.44M | 0.17% | 132 |
|
|
2022
Q1 | $7.4M | Sell |
176,695
-7,524
| -4% | -$315K | 0.39% | 67 |
|
|
2021
Q4 | $10.5M | Buy |
184,219
+6,996
| +4% | +$400K | 0.52% | 48 |
|
|
2021
Q3 | $8.14M | Buy |
177,223
+25,577
| +17% | +$1.17M | 0.44% | 57 |
|
|
2021
Q2 | $8.28M | Buy |
151,646
+41,548
| +38% | +$2.27M | 0.44% | 61 |
|
|
2021
Q1 | $5.77M | Buy |
110,098
+58,331
| +113% | +$3.06M | 0.33% | 88 |
|
|
2020
Q4 | $2.23M | Buy |
+51,767
| New | +$2.23M | 0.14% | 144 |
|
|
2018
Q3 | – | Sell |
-10,159
| Closed | -$292K | – | 331 |
|
|
2018
Q2 | $292K | Hold |
10,159
| – | – | 0.03% | 246 |
|
|
2018
Q1 | $300K | Sell |
10,159
-139,205
| -93% | -$4.11M | 0.03% | 242 |
|
|
2017
Q4 | $4.97M | Buy |
149,364
+81,794
| +121% | +$2.72M | 0.48% | 61 |
|
|
2017
Q3 | $1.85M | Sell |
67,570
-16,063
| -19% | -$439K | 0.2% | 120 |
|
|
2017
Q2 | $2.05M | Buy |
+83,633
| New | +$2.05M | 0.23% | 109 |
|