Pathstone Family Office’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.57M | Buy |
21,215
+12,705
| +149% | +$941K | 0.01% | 532 |
|
|
2023
Q2 | $629K | Sell |
8,510
-1,002
| -11% | -$74K | 0.01% | 654 |
|
|
2023
Q1 | $528K | Sell |
9,512
-16,596
| -64% | -$922K | 0.01% | 667 |
|
|
2022
Q4 | $1.01M | Buy |
26,108
+4,802
| +23% | +$186K | 0.01% | 790 |
|
|
2022
Q3 | $801K | Buy |
21,306
+12,732
| +148% | +$479K | 0.01% | 855 |
|
|
2022
Q2 | $341K | Buy |
8,574
+3,428
| +67% | +$136K | 0.01% | 731 |
|
|
2022
Q1 | $217K | Sell |
5,146
-161
| -3% | -$6.79K | 0.01% | 869 |
|
|
2021
Q4 | $303K | Buy |
5,307
+137
| +3% | +$7.82K | 0.01% | 707 |
|
|
2021
Q3 | $238K | Buy |
5,170
+935
| +22% | +$43K | 0.01% | 753 |
|
|
2021
Q2 | $232K | Buy |
4,235
+125
| +3% | +$6.85K | 0.01% | 723 |
|
|
2021
Q1 | $216K | Buy |
4,110
+3,674
| +843% | +$193K | 0.01% | 589 |
|
|
2020
Q4 | $19K | Buy |
+436
| New | +$19K | ﹤0.01% | 705 |
|
|
2018
Q2 | – | Sell |
-505
| Closed | -$15K | – | 284 |
|
|
2018
Q1 | $15K | Buy |
+505
| New | +$15K | 0.01% | 187 |
|
|
2017
Q2 | – | Sell |
-17
| Closed | – | – | 580 |
|
|
2017
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 612 |
|