OIA
Optimum Investment Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
2,900
| – | – | 0.13% | 141 |
|
|
2025
Q1 | $298K | Hold |
2,900
| – | – | 0.14% | 135 |
|
|
2024
Q4 | $316K | Hold |
2,900
| – | – | 0.14% | 135 |
|
|
2024
Q3 | $416K | Hold |
2,900
| – | – | 0.18% | 115 |
|
|
2024
Q2 | $319K | Hold |
2,900
| – | – | 0.14% | 142 |
|
|
2024
Q1 | $350K | Sell |
2,900
-300
| -9% | -$36.2K | 0.16% | 133 |
|
|
2023
Q4 | $330K | Hold |
3,200
| – | – | 0.17% | 132 |
|
|
2023
Q3 | $237K | Hold |
3,200
| – | – | 0.12% | 167 |
|
|
2023
Q2 | $249K | Hold |
3,200
| – | – | 0.12% | 163 |
|
|
2023
Q1 | $186K | Sell |
3,200
-700
| -18% | -$40.8K | 0.1% | 187 |
|
|
2022
Q4 | $178K | Sell |
3,900
-1,200
| -24% | -$54.6K | 0.1% | 199 |
|
|
2022
Q3 | $191K | Hold |
5,100
| – | – | 0.1% | 185 |
|
|
2022
Q2 | $202K | Sell |
5,100
-268
| -5% | -$10.6K | 0.1% | 183 |
|
|
2022
Q1 | $225K | Sell |
5,368
-2,742
| -34% | -$115K | 0.09% | 189 |
|
|
2021
Q4 | $464K | Sell |
8,110
-197
| -2% | -$11.3K | 0.18% | 119 |
|
|
2021
Q3 | $381K | Sell |
8,307
-18,021
| -68% | -$827K | 0.16% | 138 |
|
|
2021
Q2 | $1.44M | Sell |
26,328
-1,122
| -4% | -$61.2K | 0.45% | 48 |
|
|
2021
Q1 | $1.44M | Hold |
27,450
| – | – | 0.42% | 51 |
|
|
2020
Q4 | $1.18M | Hold |
27,450
| – | – | 0.36% | 60 |
|
|
2020
Q3 | $1.27M | Sell |
27,450
-250
| -0.9% | -$11.6K | 0.43% | 52 |
|
|
2020
Q2 | $943K | Sell |
27,700
-600
| -2% | -$20.4K | 0.33% | 71 |
|
|
2020
Q1 | $632K | Hold |
28,300
| – | – | 0.26% | 92 |
|
|
2019
Q4 | $1.1M | Sell |
28,300
-1,500
| -5% | -$58.2K | 0.33% | 77 |
|
|
2019
Q3 | $1.09M | Sell |
29,800
-50
| -0.2% | -$1.83K | 0.34% | 75 |
|
|
2019
Q2 | $944K | Hold |
29,850
| – | – | 0.31% | 77 |
|
|
2019
Q1 | $835K | Sell |
29,850
-5,800
| -16% | -$162K | 0.27% | 89 |
|
|
2018
Q4 | $927K | Sell |
35,650
-1,200
| -3% | -$31.2K | 0.32% | 77 |
|
|
2018
Q3 | $913K | Hold |
36,850
| – | – | 0.25% | 102 |
|
|
2018
Q2 | $1.06M | Sell |
36,850
-1,200
| -3% | -$34.5K | 0.31% | 86 |
|
|
2018
Q1 | $1.12M | Buy |
38,050
+1,500
| +4% | +$44.2K | 0.33% | 80 |
|
|
2017
Q4 | $1.22M | Hold |
36,550
| – | – | 0.39% | 70 |
|
|
2017
Q3 | $999K | Sell |
36,550
-650
| -2% | -$17.8K | 0.33% | 83 |
|
|
2017
Q2 | $913K | Sell |
37,200
-3,500
| -9% | -$85.9K | 0.32% | 96 |
|
|
2017
Q1 | $958K | Sell |
40,700
-300
| -0.7% | -$7.06K | 0.34% | 90 |
|
|
2016
Q4 | $754K | Sell |
41,000
-2,500
| -6% | -$46K | 0.28% | 102 |
|
|
2016
Q3 | $872K | Sell |
43,500
-2,200
| -5% | -$44.1K | 0.33% | 88 |
|
|
2016
Q2 | $891K | Hold |
45,700
| – | – | 0.35% | 87 |
|
|
2016
Q1 | $855K | Sell |
45,700
-5,300
| -10% | -$99.2K | 0.34% | 87 |
|
|
2015
Q4 | $909K | Sell |
51,000
-12,000
| -19% | -$214K | 0.35% | 82 |
|
|
2015
Q3 | $1.19M | Buy |
+63,000
| New | +$1.19M | 0.48% | 60 |
|
|
2015
Q1 | $1.69M | Buy |
76,100
+800
| +1% | +$17.8K | 0.54% | 36 |
|
|
2014
Q4 | $1.62M | Buy |
75,300
+1,350
| +2% | +$29K | 0.52% | 43 |
|
|
2014
Q3 | $1.31M | Sell |
73,950
-1,200
| -2% | -$21.2K | 0.43% | 54 |
|
|
2014
Q2 | $1.52M | Buy |
75,150
+1,150
| +2% | +$23.2K | 0.49% | 49 |
|
|
2014
Q1 | $1.42M | Buy |
74,000
+12,600
| +21% | +$242K | 0.53% | 44 |
|
|
2013
Q4 | $1.25M | Buy |
+61,400
| New | +$1.25M | 0.47% | 58 |
|