Oppenheimer & Co’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.91M Sell
46,579
-1,487
-3% -$157K 0.07% 319
2025
Q1
$4.94M Sell
48,066
-1,573
-3% -$162K 0.07% 292
2024
Q4
$5.41M Sell
49,639
-3,810
-7% -$415K 0.08% 271
2024
Q3
$7.67M Sell
53,449
-963
-2% -$138K 0.12% 192
2024
Q2
$5.99M Sell
54,412
-6,346
-10% -$699K 0.1% 233
2024
Q1
$7.33M Buy
60,758
+8,632
+17% +$1.04M 0.12% 196
2023
Q4
$5.38M Buy
52,126
+2,740
+6% +$283K 0.1% 234
2023
Q3
$3.66M Sell
49,386
-1,156
-2% -$85.6K 0.08% 295
2023
Q2
$3.93M Sell
50,542
-4,565
-8% -$355K 0.08% 285
2023
Q1
$3.21M Buy
55,107
+3,864
+8% +$225K 0.07% 318
2022
Q4
$2.33M Buy
51,243
+1,360
+3% +$61.9K 0.05% 401
2022
Q3
$1.87M Sell
49,883
-2,611
-5% -$97.9K 0.04% 458
2022
Q2
$2.08M Sell
52,494
-456
-0.9% -$18.1K 0.04% 449
2022
Q1
$2.22M Buy
52,950
+2,224
+4% +$93.2K 0.04% 475
2021
Q4
$2.9M Sell
50,726
-868
-2% -$49.6K 0.05% 400
2021
Q3
$2.37M Buy
51,594
+5,763
+13% +$265K 0.04% 454
2021
Q2
$2.5M Buy
45,831
+752
+2% +$41K 0.04% 439
2021
Q1
$2.36M Buy
45,079
+8,400
+23% +$441K 0.05% 421
2020
Q4
$1.58M Buy
36,679
+2,124
+6% +$91.6K 0.03% 505
2020
Q3
$1.6M Buy
+34,555
New +$1.6M 0.04% 441
2018
Q3
Sell
-14,844
Closed -$427K 1383
2018
Q2
$427K Buy
+14,844
New +$427K 0.01% 930
2018
Q1
Sell
-12,011
Closed -$399K 1377
2017
Q4
$399K Buy
12,011
+1,545
+15% +$51.3K 0.01% 948
2017
Q3
$286K Sell
10,466
-13,701
-57% -$374K 0.01% 1055
2017
Q2
$593K Sell
24,167
-293
-1% -$7.19K 0.02% 774
2017
Q1
$576K Sell
24,460
-8,308
-25% -$196K 0.02% 749
2016
Q4
$602K Buy
32,768
+17,284
+112% +$318K 0.02% 743
2016
Q3
$310K Sell
15,484
-8,962
-37% -$179K 0.01% 974
2016
Q2
$477K Buy
24,446
+1,922
+9% +$37.5K 0.01% 806
2016
Q1
$421K Sell
22,524
-11,462
-34% -$214K 0.01% 812
2015
Q4
$605K Buy
33,986
+7,750
+30% +$138K 0.02% 710
2015
Q3
$495K Buy
26,236
+10,248
+64% +$193K 0.02% 810
2015
Q2
$322K Sell
15,988
-4,800
-23% -$96.7K 0.01% 1066
2015
Q1
$462K Buy
+20,788
New +$462K 0.01% 901
2014
Q1
Sell
-164,271
Closed -$3.35M 1454
2013
Q4
$3.35M Buy
164,271
+144,103
+715% +$2.94M 0.11% 226
2013
Q3
$333K Buy
20,168
+5,719
+40% +$94.4K 0.01% 928
2013
Q2
$274K Buy
+14,449
New +$274K 0.01% 965