MAP
Moody Aldrich Partners’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,653
| Closed | -$289K | – | 207 |
|
|
2024
Q4 | $289K | Sell |
2,653
-12
| -0.5% | -$1.31K | 0.05% | 167 |
|
|
2024
Q3 | $383K | Sell |
2,665
-3
| -0.1% | -$431 | 0.07% | 144 |
|
|
2024
Q2 | $294K | Sell |
2,668
-1,267
| -32% | -$139K | 0.06% | 167 |
|
|
2024
Q1 | $475K | Sell |
3,935
-21
| -0.5% | -$2.53K | 0.08% | 144 |
|
|
2023
Q4 | $408K | Buy |
+3,956
| New | +$408K | 0.07% | 149 |
|
|
2023
Q2 | – | Sell |
-4,182
| Closed | -$244K | – | 173 |
|
|
2023
Q1 | $244K | Buy |
+4,182
| New | +$244K | 0.05% | 146 |
|
|
2021
Q3 | – | Sell |
-5,767
| Closed | -$315K | – | 180 |
|
|
2021
Q2 | $315K | Sell |
5,767
-85
| -1% | -$4.64K | 0.04% | 151 |
|
|
2021
Q1 | $307K | Buy |
5,852
+941
| +19% | +$49.4K | 0.04% | 155 |
|
|
2020
Q4 | $212K | Sell |
4,911
-2,920
| -37% | -$126K | 0.03% | 170 |
|
|
2020
Q3 | $362K | Sell |
7,831
-2,180
| -22% | -$101K | 0.08% | 129 |
|
|
2020
Q2 | $341K | Buy |
+10,011
| New | +$341K | 0.07% | 132 |
|