Moody National Bank Trust Division’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
2,035
| – | – | 0.02% | 464 |
|
|
2025
Q1 | $209K | Sell |
2,035
-744
| -27% | -$76.5K | 0.02% | 468 |
|
|
2024
Q4 | $303K | Hold |
2,779
| – | – | 0.03% | 399 |
|
|
2024
Q3 | $399K | Buy |
2,779
+175
| +7% | +$25.1K | 0.04% | 369 |
|
|
2024
Q2 | $287K | Hold |
2,604
| – | – | 0.02% | 389 |
|
|
2024
Q1 | $314K | Sell |
2,604
-499
| -16% | -$60.2K | 0.02% | 387 |
|
|
2023
Q4 | $320K | Sell |
3,103
-2,005
| -39% | -$207K | 0.03% | 400 |
|
|
2023
Q3 | $378K | Sell |
5,108
-238
| -4% | -$17.6K | 0.02% | 454 |
|
|
2023
Q2 | $415K | Hold |
5,346
| – | – | 0.03% | 434 |
|
|
2023
Q1 | $312K | Sell |
5,346
-1,400
| -21% | -$81.6K | 0.03% | 500 |
|
|
2022
Q4 | $308K | Hold |
6,746
| – | – | 0.03% | 481 |
|
|
2022
Q3 | $253K | Buy |
6,746
+440
| +7% | +$16.5K | 0.03% | 512 |
|
|
2022
Q2 | $250K | Buy |
+6,306
| New | +$250K | 0.03% | 452 |
|