Oliver Luxxe Assets’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-96,247
| Closed | -$12.1M | – | 214 |
|
2024
Q4 | $12.1M | Buy |
96,247
+48,427
| +101% | +$6.11M | 1.07% | 24 |
|
2024
Q3 | $6.86M | Sell |
47,820
-5,859
| -11% | -$841K | 1.23% | 16 |
|
2024
Q2 | $5.91M | Sell |
53,679
-13,911
| -21% | -$1.53M | 1.25% | 20 |
|
2024
Q1 | $8.15M | Sell |
67,590
-662
| -1% | -$79.9K | 1.71% | 6 |
|
2023
Q4 | $7.04M | Sell |
68,252
-11,382
| -14% | -$1.17M | 1.66% | 7 |
|
2023
Q3 | $5.9M | Buy |
79,634
+500
| +0.6% | +$37K | 1.51% | 13 |
|
2023
Q2 | $6.15M | Sell |
79,134
-1,106
| -1% | -$85.9K | 1.53% | 13 |
|
2023
Q1 | $4.68M | Buy |
+80,240
| New | +$4.68M | 1.23% | 23 |
|