Pathstone Holdings’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.84M Sell
45,920
-17,318
-27% -$1.83M 0.02% 552
2025
Q1
$6.5M Buy
63,238
+10,800
+21% +$1.11M 0.03% 464
2024
Q4
$5.71M Sell
52,438
-2,986
-5% -$325K 0.03% 500
2024
Q3
$7.96M Sell
55,424
-2,365
-4% -$339K 0.04% 399
2024
Q2
$6.36M Sell
57,789
-2,601
-4% -$286K 0.03% 452
2024
Q1
$7.28M Buy
60,390
+26,209
+77% +$3.16M 0.03% 401
2023
Q4
$3.53M Buy
+34,181
New +$3.53M 0.02% 531