Patriot Financial Group Insurance Agency’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,250
| Closed | -$245K | – | 509 |
|
|
2024
Q4 | $245K | Sell |
2,250
-19
| -0.8% | -$2.07K | 0.03% | 410 |
|
|
2024
Q3 | $326K | Sell |
2,269
-1
| -0% | -$144 | 0.04% | 368 |
|
|
2024
Q2 | $250K | Buy |
+2,270
| New | +$250K | 0.04% | 409 |
|
|
2022
Q3 | – | Sell |
-923
| Closed | -$37K | – | 1521 |
|
|
2022
Q2 | $37K | Sell |
923
-1
| -0.1% | -$40 | 0.01% | 827 |
|
|
2022
Q1 | $39K | Buy |
924
+5
| +0.5% | +$211 | 0.01% | 856 |
|
|
2021
Q4 | $53K | Hold |
919
| – | – | 0.01% | 838 |
|
|
2021
Q3 | $42K | Hold |
919
| – | – | 0.01% | 920 |
|
|
2021
Q2 | $50K | Hold |
919
| – | – | 0.01% | 838 |
|
|
2021
Q1 | $48K | Hold |
919
| – | – | 0.01% | 791 |
|
|
2020
Q4 | $40K | Hold |
919
| – | – | 0.01% | 757 |
|
|
2020
Q3 | $43K | Buy |
919
+33
| +4% | +$1.54K | 0.01% | 579 |
|
|
2020
Q2 | $30K | Buy |
886
+388
| +78% | +$13.1K | 0.01% | 639 |
|
|
2020
Q1 | $11K | Buy |
+498
| New | +$11K | 0.01% | 834 |
|
|
2019
Q4 | – | Sell |
-9
| Closed | – | – | 1422 |
|
|
2019
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1432 |
|