NewEdge Advisors’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.77M Buy
35,723
+1,211
+4% +$128K 0.02% 677
2025
Q1
$3.55M Buy
34,512
+4,793
+16% +$493K 0.02% 629
2024
Q4
$3.24M Sell
29,719
-544
-2% -$59.2K 0.02% 639
2024
Q3
$4.34M Sell
30,263
-3,359
-10% -$482K 0.03% 527
2024
Q2
$3.7M Buy
33,622
+4,229
+14% +$466K 0.03% 540
2024
Q1
$3.55M Buy
29,393
+8,596
+41% +$1.04M 0.03% 495
2023
Q4
$2.15M Buy
20,797
+10,934
+111% +$1.13M 0.02% 634
2023
Q3
$730K Sell
9,863
-3,315
-25% -$245K 0.01% 1006
2023
Q2
$1.02M Buy
13,178
+11,545
+707% +$897K 0.01% 856
2023
Q1
$95.2K Sell
1,633
-198
-11% -$11.5K ﹤0.01% 1765
2022
Q4
$8.45K Buy
+1,831
New +$8.45K ﹤0.01% 2420
2021
Q3
Sell
-3,992
Closed -$218K 1201
2021
Q2
$218K Buy
+3,992
New +$218K 0.01% 1020
2017
Q3
Sell
-270
Closed -$6.77K 906
2017
Q2
$6.77K Buy
+270
New +$6.77K ﹤0.01% 1079