Mount Yale Investment Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
+961
| New | +$101K | 0.01% | 656 |
|
|
2023
Q2 | – | Sell |
-21,567
| Closed | -$1.26M | – | 506 |
|
|
2023
Q1 | $1.26M | Sell |
21,567
-2,343
| -10% | -$137K | 0.14% | 151 |
|
|
2022
Q4 | $1.09M | Buy |
23,910
+852
| +4% | +$38.8K | 0.12% | 171 |
|
|
2022
Q3 | $865K | Buy |
23,058
+982
| +4% | +$36.8K | 0.11% | 188 |
|
|
2022
Q2 | $875K | Buy |
22,076
+601
| +3% | +$23.8K | 0.11% | 184 |
|
|
2022
Q1 | $900K | Buy |
21,475
+1,757
| +9% | +$73.6K | 0.1% | 211 |
|
|
2021
Q4 | $1.13M | Buy |
19,718
+3
| +0% | +$171 | 0.12% | 188 |
|
|
2021
Q3 | $905K | Buy |
19,715
+657
| +3% | +$30.2K | 0.1% | 209 |
|
|
2021
Q2 | $1.04M | Sell |
19,058
-205
| -1% | -$11.2K | 0.13% | 170 |
|
|
2021
Q1 | $1.01M | Buy |
19,263
+1,823
| +10% | +$95.6K | 0.13% | 161 |
|
|
2020
Q4 | $752K | Buy |
+17,440
| New | +$752K | 0.11% | 207 |
|
|
2018
Q4 | – | Sell |
-1,651
| Closed | -$41K | – | 649 |
|
|
2018
Q3 | $41K | Buy |
+1,651
| New | +$41K | 0.01% | 645 |
|