Pacific Center for Financial Services’s Pultegroup PHM Stock Holding History

Pacific Center for Financial Services’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-34	Closed	-$4.88K	–	492
2024 Q3	$4.88K	Sell	34 -203	-86%	-$25.8K	﹤0.01%	364
2024 Q2	$26.1K	Sell	237 -119	-33%	-$13.5K	0.01%	225
2024 Q1	$42.9K	Sell	356 -242	-40%	-$26K	0.01%	194
2023 Q4	$61.7K	Sell	598 -114	-16%	-$9.69K	0.02%	158
2023 Q3	$52.7K	Hold	712	–	–	0.02%	166
2023 Q2	$55.3K	Hold	712	–	–	0.02%	159
2023 Q1	$41.5K	Buy	+712	New	+$38.4K	0.01%	176
2022 Q3	$27K	Hold	712	–	–	0.01%	204
2022 Q2	$28K	Hold	712	–	–	0.01%	193
2022 Q1	$30K	Hold	712	–	–	0.01%	190
2021 Q4	$41K	Hold	712	–	–	0.02%	176
2021 Q3	$33K	Hold	712	–	–	0.01%	190
2021 Q2	$39K	Hold	712	–	–	0.02%	171
2021 Q1	$37K	Hold	712	–	–	0.02%	166
2020 Q4	$31K	Hold	712	–	–	0.01%	179
2020 Q3	$33K	Hold	712	–	–	0.01%	144
2020 Q2	$24K	Hold	712	–	–	0.01%	157
2020 Q1	$16K	Hold	712	–	–	0.01%	167
2019 Q4	$28K	Hold	712	–	–	0.01%	156
2019 Q3	$26K	Hold	712	–	–	0.01%	158
2019 Q2	$23K	Hold	712	–	–	0.01%	163
2019 Q1	$20K	Hold	712	–	–	0.01%	160
2018 Q4	$19K	Hold	712	–	–	0.01%	165
2018 Q3	$18K	Hold	712	–	–	0.01%	176
2018 Q2	$20K	Hold	712	–	–	0.01%	156
2018 Q1	$21K	Hold	712	–	–	0.01%	153
2017 Q4	$24K	Hold	712	–	–	0.01%	139
2017 Q3	$19K	Hold	712	–	–	0.01%	156
2017 Q2	$17K	Hold	712	–	–	0.01%	159
2017 Q1	$17K	Hold	712	–	–	0.01%	152
2016 Q4	$13K	Buy	+712	New	+$13.5K	0.01%	172

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Center for Financial Services's PHM Position: Q4 2024 in Review

Pacific Center for Financial Services sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 34 shares — an estimated $4.88K sold.

Pacific Center for Financial Services first reported a position in PHM in Q4 2016 and held it in 31 quarters. The position peaked at $61.7K in Q4 2023. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Pacific Center for Financial Services reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Pacific Center for Financial Services sold 34 Pultegroup shares in Q4 2024, an estimated $4.88K.
Pacific Center for Financial Services first reported a position in Pultegroup in Q4 2016 and held it in 31 quarters.
Pacific Center for Financial Services's Pultegroup position peaked at $61.7K in Q4 2023.
984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Pacific Center for Financial Services's 13F filing for Q4 2024, filed 18 Feb 2025.