Oak Thistle LLC’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
+10,749
| New | +$1.13M | 0.17% | 236 |
|
|
2024
Q3 | – | Sell |
-2,458
| Closed | -$271K | – | 498 |
|
|
2024
Q2 | $271K | Buy |
+2,458
| New | +$271K | 0.2% | 230 |
|
|
2024
Q1 | – | Sell |
-6,058
| Closed | -$625K | – | 468 |
|
|
2023
Q4 | $625K | Buy |
6,058
+1,106
| +22% | +$114K | 0.18% | 238 |
|
|
2023
Q3 | $367K | Buy |
+4,952
| New | +$367K | 0.11% | 354 |
|