Morgan Stanley’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$291M Sell
2,755,793
-325,270
-11% -$34.3M 0.02% 698
2025
Q1
$317M Sell
3,081,063
-76,911
-2% -$7.91M 0.02% 637
2024
Q4
$344M Buy
3,157,974
+147,867
+5% +$16.1M 0.02% 608
2024
Q3
$432M Sell
3,010,107
-40,146
-1% -$5.76M 0.03% 525
2024
Q2
$336M Buy
3,050,253
+29,741
+1% +$3.27M 0.03% 586
2024
Q1
$364M Sell
3,020,512
-3,074,076
-50% -$371M 0.03% 560
2023
Q4
$629M Buy
6,094,588
+2,978,711
+96% +$307M 0.03% 578
2023
Q3
$231M Buy
3,115,877
+61,953
+2% +$4.59M 0.02% 638
2023
Q2
$237M Sell
3,053,924
-395,641
-11% -$30.7M 0.02% 643
2023
Q1
$201M Sell
3,449,565
-295,721
-8% -$17.2M 0.02% 693
2022
Q4
$171M Buy
3,745,286
+585,199
+19% +$26.6M 0.02% 760
2022
Q3
$119M Buy
3,160,087
+92,684
+3% +$3.48M 0.02% 801
2022
Q2
$122M Buy
3,067,403
+1,801,386
+142% +$71.4M 0.02% 818
2022
Q1
$53M Sell
1,266,017
-511,727
-29% -$21.4M 0.01% 1266
2021
Q4
$102M Buy
1,777,744
+467,316
+36% +$26.7M 0.01% 884
2021
Q3
$60.2M Sell
1,310,428
-114,088
-8% -$5.24M 0.01% 1166
2021
Q2
$77.7M Sell
1,424,516
-612,623
-30% -$33.4M 0.01% 1005
2021
Q1
$107M Buy
2,037,139
+387,537
+23% +$20.3M 0.02% 735
2020
Q4
$71.1M Buy
1,649,602
+184,620
+13% +$7.96M 0.01% 886
2020
Q3
$67.8M Sell
1,464,982
-147,059
-9% -$6.81M 0.01% 762
2020
Q2
$54.9M Buy
1,612,041
+1,041,842
+183% +$35.5M 0.01% 799
2020
Q1
$12.7M Sell
570,199
-111,306
-16% -$2.48M ﹤0.01% 1592
2019
Q4
$26.4M Sell
681,505
-296,401
-30% -$11.5M 0.01% 1416
2019
Q3
$35.7M Sell
977,906
-693,123
-41% -$25.3M 0.01% 1069
2019
Q2
$52.8M Buy
1,671,029
+574,373
+52% +$18.2M 0.01% 821
2019
Q1
$30.7M Sell
1,096,656
-445,972
-29% -$12.5M 0.01% 1130
2018
Q4
$40.1M Sell
1,542,628
-1,663,895
-52% -$43.2M 0.01% 936
2018
Q3
$79.4M Sell
3,206,523
-606,120
-16% -$15M 0.02% 714
2018
Q2
$110M Buy
3,812,643
+1,007,452
+36% +$29M 0.03% 531
2018
Q1
$82.7M Sell
2,805,191
-580,042
-17% -$17.1M 0.02% 671
2017
Q4
$113M Buy
3,385,233
+1,095,133
+48% +$36.4M 0.03% 541
2017
Q3
$62.6M Buy
2,290,100
+745,614
+48% +$20.4M 0.02% 784
2017
Q2
$37.9M Buy
1,544,486
+347,673
+29% +$8.53M 0.01% 1062
2017
Q1
$28.2M Sell
1,196,813
-3,927,010
-77% -$92.5M 0.01% 1289
2016
Q4
$94.2M Buy
5,123,823
+1,925,727
+60% +$35.4M 0.03% 566
2016
Q3
$64.1M Buy
3,198,096
+1,852,825
+138% +$37.1M 0.02% 726
2016
Q2
$26.2M Buy
1,345,271
+596,916
+80% +$11.6M 0.01% 1216
2016
Q1
$14M Sell
748,355
-974,970
-57% -$18.2M 0.01% 1599
2015
Q4
$30.7M Buy
1,723,325
+52,866
+3% +$942K 0.01% 1107
2015
Q3
$31.5M Sell
1,670,459
-186,926
-10% -$3.53M 0.01% 1065
2015
Q2
$37.4M Sell
1,857,385
-529,185
-22% -$10.7M 0.01% 1032
2015
Q1
$53.1M Sell
2,386,570
-74,972
-3% -$1.67M 0.02% 823
2014
Q4
$52.8M Sell
2,461,542
-211,846
-8% -$4.55M 0.02% 823
2014
Q3
$47.2M Buy
2,673,388
+1,239,515
+86% +$21.9M 0.02% 848
2014
Q2
$28.9M Buy
1,433,873
+289,270
+25% +$5.83M 0.01% 1143
2014
Q1
$22M Sell
1,144,603
-1,379,817
-55% -$26.5M 0.01% 1294
2013
Q4
$51.4M Buy
2,524,420
+373,393
+17% +$7.61M 0.02% 713
2013
Q3
$35.5M Sell
2,151,027
-841,973
-28% -$13.9M 0.02% 847
2013
Q2
$56.8M Buy
+2,993,000
New +$56.8M 0.03% 598