Petrus Trust Company’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,767
| Closed | -$490K | – | 672 |
|
|
2025
Q1 | $490K | Buy |
+4,767
| New | +$490K | 0.05% | 201 |
|
|
2023
Q3 | – | Sell |
-3,668
| Closed | -$285K | – | 698 |
|
|
2023
Q2 | $285K | Buy |
+3,668
| New | +$285K | 0.03% | 394 |
|
|
2018
Q4 | – | Sell |
-10,146
| Closed | -$251K | – | 288 |
|
|
2018
Q3 | $251K | Sell |
10,146
-1,317
| -11% | -$32.6K | 0.06% | 138 |
|
|
2018
Q2 | $330K | Buy |
+11,463
| New | +$330K | 0.07% | 102 |
|