Montag & Associates’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.51M | Sell |
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|
2025
Q2 | $3.6M | Sell |
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|
2025
Q1 | $3.52M | Sell |
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|
2024
Q4 | $3.99M | Buy |
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|
2024
Q3 | $5.24M | Buy |
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|
2024
Q2 | $3.9M | Buy |
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|
2024
Q1 | $4.27M | Sell |
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|
2023
Q4 | $3.71M | Buy |
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|
2023
Q3 | $2.49M | Sell |
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|
2023
Q2 | $3.09M | Hold |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $2.27M | Sell |
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|
2022
Q2 | $2.59M | Sell |
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|
2022
Q1 | $7.4M | Sell |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $8.14M | Buy |
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|
2021
Q2 | $8.28M | Buy |
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|
2021
Q1 | $5.77M | Buy |
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|
2020
Q4 | $2.23M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $292K | Hold |
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|
2018
Q1 | $300K | Sell |
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|
2017
Q4 | $4.97M | Buy |
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|
2017
Q3 | $1.85M | Sell |
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|
2017
Q2 | $2.05M | Buy |
|