Pathstone Family Office’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $801K | Buy |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $217K | Sell |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $19K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $15K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $0 | Buy |
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