NorthRock Partners’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
3,374
-885
-21% -$93.5K 0.01% 489
2025
Q1
$439K Buy
4,259
+481
+13% +$49.6K 0.01% 373
2024
Q4
$412K Sell
3,778
-263
-7% -$28.7K 0.01% 395
2024
Q3
$581K Buy
4,041
+324
+9% +$46.6K 0.02% 328
2024
Q2
$410K Buy
3,717
+222
+6% +$24.5K 0.02% 392
2024
Q1
$422K Buy
3,495
+6
+0.2% +$725 0.02% 397
2023
Q4
$361K Buy
+3,489
New +$361K 0.02% 414