Optimum Investment Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $383K | Hold |
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|
2025
Q2 | $306K | Hold |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $316K | Hold |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $186K | Sell |
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|
2022
Q4 | $178K | Sell |
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|
2022
Q3 | $191K | Hold |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $464K | Sell |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.44M | Hold |
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|
2020
Q4 | $1.18M | Hold |
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|
2020
Q3 | $1.27M | Sell |
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|
2020
Q2 | $943K | Sell |
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|
2020
Q1 | $632K | Hold |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $944K | Hold |
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|
2019
Q1 | $835K | Sell |
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|
2018
Q4 | $927K | Sell |
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|
2018
Q3 | $913K | Hold |
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $1.22M | Hold |
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|
2017
Q3 | $999K | Sell |
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|
2017
Q2 | $913K | Sell |
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|
2017
Q1 | $958K | Sell |
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|
2016
Q4 | $754K | Sell |
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|
2016
Q3 | $872K | Sell |
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|
2016
Q2 | $891K | Hold |
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|
2016
Q1 | $855K | Sell |
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|
2015
Q4 | $909K | Sell |
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|
2015
Q3 | $1.19M | Buy |
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|
2015
Q1 | $1.69M | Buy |
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|
2014
Q4 | $1.62M | Buy |
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|
2014
Q3 | $1.31M | Sell |
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|
2014
Q2 | $1.51M | Buy |
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|
2014
Q1 | $1.42M | Buy |
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|
2013
Q4 | $1.25M | Buy |
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