Personal CFO Solutions’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,081
| Closed | -$1.02M | – | 573 |
|
|
2024
Q3 | $1.02M | Sell |
7,081
-94
| -1% | -$13.5K | 0.14% | 137 |
|
|
2024
Q2 | $790K | Buy |
7,175
+25
| +0.3% | +$2.75K | 0.12% | 165 |
|
|
2024
Q1 | $862K | Buy |
7,150
+187
| +3% | +$22.6K | 0.13% | 146 |
|
|
2023
Q4 | $719K | Buy |
+6,963
| New | +$719K | 0.12% | 168 |
|
|
2022
Q4 | – | Sell |
-11,560
| Closed | -$433K | – | 490 |
|
|
2022
Q3 | $433K | Buy |
11,560
+566
| +5% | +$21.2K | 0.11% | 175 |
|
|
2022
Q2 | $436K | Sell |
10,994
-734
| -6% | -$29.1K | 0.1% | 181 |
|
|
2022
Q1 | $491K | Sell |
11,728
-534
| -4% | -$22.4K | 0.1% | 203 |
|
|
2021
Q4 | $701K | Sell |
12,262
-395
| -3% | -$22.6K | 0.13% | 150 |
|
|
2021
Q3 | $581K | Buy |
12,657
+998
| +9% | +$45.8K | 0.12% | 168 |
|
|
2021
Q2 | $636K | Buy |
11,659
+703
| +6% | +$38.3K | 0.13% | 152 |
|
|
2021
Q1 | $575K | Buy |
10,956
+162
| +2% | +$8.5K | 0.12% | 148 |
|
|
2020
Q4 | $465K | Sell |
10,794
-1,202
| -10% | -$51.8K | 0.12% | 176 |
|
|
2020
Q3 | $1K | Sell |
11,996
-371
| -3% | -$31 | 0.33% | 108 |
|
|
2020
Q2 | $421K | Buy |
12,367
+1,075
| +10% | +$36.6K | 0.12% | 156 |
|
|
2020
Q1 | $252K | Sell |
11,292
-1,509
| -12% | -$33.7K | 0.09% | 196 |
|
|
2019
Q4 | $497K | Sell |
12,801
-3,615
| -22% | -$140K | 0.14% | 154 |
|
|
2019
Q3 | $602K | Buy |
+16,416
| New | +$602K | 0.24% | 103 |
|