Oak Associates’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,855
| Closed | -$351K | – | 136 |
|
|
2022
Q2 | $351K | Hold |
8,855
| – | – | 0.03% | 123 |
|
|
2022
Q1 | $371K | Hold |
8,855
| – | – | 0.02% | 131 |
|
|
2021
Q4 | $506K | Hold |
8,855
| – | – | 0.03% | 124 |
|
|
2021
Q3 | $407K | Hold |
8,855
| – | – | 0.02% | 126 |
|
|
2021
Q2 | $483K | Hold |
8,855
| – | – | 0.03% | 122 |
|
|
2021
Q1 | $464K | Buy |
8,855
+35
| +0.4% | +$1.83K | 0.03% | 120 |
|
|
2020
Q4 | $380K | Hold |
8,820
| – | – | 0.02% | 127 |
|
|
2020
Q3 | $408K | Hold |
8,820
| – | – | 0.03% | 109 |
|
|
2020
Q2 | $300K | Buy |
+8,820
| New | +$300K | 0.02% | 124 |
|