Orion Portfolio Solutions’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.49M | Buy |
33,988
+1,539
| +5% | +$158K | 0.03% | 471 |
|
|
2024
Q4 | $3.53M | Buy |
32,449
+1,429
| +5% | +$156K | 0.04% | 436 |
|
|
2024
Q3 | $4.45M | Sell |
31,020
-3,686
| -11% | -$529K | 0.04% | 364 |
|
|
2024
Q2 | $3.82M | Buy |
34,706
+3,787
| +12% | +$417K | 0.04% | 392 |
|
|
2024
Q1 | $3.73M | Sell |
30,919
-5,359
| -15% | -$646K | 0.04% | 407 |
|
|
2023
Q4 | $3.76M | Sell |
36,278
-7,123
| -16% | -$739K | 0.04% | 378 |
|
|
2023
Q3 | $3.21M | Buy |
43,401
+612
| +1% | +$45.3K | 0.04% | 409 |
|
|
2023
Q2 | $3.32M | Buy |
42,789
+4,670
| +12% | +$363K | 0.04% | 448 |
|
|
2023
Q1 | $2.22M | Buy |
+38,119
| New | +$2.22M | 0.03% | 549 |
|
|
2020
Q3 | – | Sell |
-2,212
| Closed | -$75K | – | 1587 |
|
|
2020
Q2 | $75K | Buy |
2,212
+1,433
| +184% | +$48.6K | ﹤0.01% | 608 |
|
|
2020
Q1 | $17K | Buy |
779
+505
| +184% | +$11K | ﹤0.01% | 896 |
|
|
2019
Q4 | $11K | Buy |
+274
| New | +$11K | ﹤0.01% | 969 |
|