MLM
Mount Lucas Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,173
| Closed | -$737K | – | 182 |
|
|
2025
Q1 | $737K | Sell |
7,173
-8,187
| -53% | -$842K | 0.24% | 95 |
|
|
2024
Q4 | $1.67M | Sell |
15,360
-929
| -6% | -$101K | 0.58% | 38 |
|
|
2024
Q3 | $2.34M | Sell |
16,289
-24,541
| -60% | -$3.52M | 0.8% | 31 |
|
|
2024
Q2 | $4.5M | Sell |
40,830
-15,748
| -28% | -$1.73M | 1.29% | 17 |
|
|
2024
Q1 | $6.82M | Sell |
56,578
-5,114
| -8% | -$617K | 1.86% | 4 |
|
|
2023
Q4 | $6.37M | Buy |
61,692
+23,684
| +62% | +$2.44M | 1.83% | 4 |
|
|
2023
Q3 | $2.81M | Sell |
38,008
-2,141
| -5% | -$159K | 0.99% | 21 |
|
|
2023
Q2 | $3.12M | Buy |
+40,149
| New | +$3.12M | 1.04% | 18 |
|
|
2022
Q2 | – | Sell |
-69,237
| Closed | -$2.9M | – | 125 |
|
|
2022
Q1 | $2.9M | Sell |
69,237
-6,780
| -9% | -$284K | 0.85% | 39 |
|
|
2021
Q4 | $4.35M | Sell |
76,017
-83,542
| -52% | -$4.78M | 1.24% | 20 |
|
|
2021
Q3 | $7.33M | Sell |
159,559
-12,294
| -7% | -$565K | 2.21% | 9 |
|
|
2021
Q2 | $9.38M | Buy |
171,853
+96,044
| +127% | +$5.24M | 2.49% | 7 |
|
|
2021
Q1 | $3.98M | Buy |
75,809
+7,346
| +11% | +$385K | 1.17% | 25 |
|
|
2020
Q4 | $2.95M | Buy |
+68,463
| New | +$2.95M | 0.62% | 55 |
|
|
2013
Q3 | – | Sell |
-177,188
| Closed | -$3.36M | – | 89 |
|
|
2013
Q2 | $3.36M | Buy |
+177,188
| New | +$3.36M | 0.76% | 17 |
|