Phoenix Financial’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,438
| Closed | -$351K | – | 385 |
|
|
2024
Q3 | $351K | Buy |
2,438
+607
| +33% | +$87.3K | 0.01% | 278 |
|
|
2024
Q2 | $201K | Sell |
1,831
-71
| -4% | -$7.8K | ﹤0.01% | 324 |
|
|
2024
Q1 | $229K | Buy |
+1,902
| New | +$229K | ﹤0.01% | 363 |
|
|
2023
Q4 | – | Sell |
-13,807
| Closed | -$1.02M | – | 354 |
|
|
2023
Q3 | $1.02M | Buy |
13,807
+286
| +2% | +$21.2K | 0.02% | 210 |
|
|
2023
Q2 | $1.05M | Buy |
13,521
+1,030
| +8% | +$80.1K | 0.02% | 209 |
|
|
2023
Q1 | $729K | Buy |
12,491
+1,942
| +18% | +$113K | 0.02% | 200 |
|
|
2022
Q4 | $482K | Buy |
10,549
+424
| +4% | +$19.4K | 0.01% | 217 |
|
|
2022
Q3 | $388K | Buy |
10,125
+14
| +0.1% | +$536 | 0.01% | 249 |
|
|
2022
Q2 | $401K | Buy |
10,111
+1,296
| +15% | +$51.4K | 0.01% | 277 |
|
|
2022
Q1 | $372K | Sell |
8,815
-75
| -0.8% | -$3.17K | 0.01% | 309 |
|
|
2021
Q4 | $510K | Sell |
8,890
-742,648
| -99% | -$42.6M | 0.01% | 281 |
|
|
2021
Q3 | $34.6M | Sell |
751,538
-198,453
| -21% | -$9.13M | 0.6% | 53 |
|
|
2021
Q2 | $52M | Buy |
949,991
+43,227
| +5% | +$2.37M | 0.99% | 31 |
|
|
2021
Q1 | $47.7M | Buy |
906,764
+303,072
| +50% | +$15.9M | 1.08% | 24 |
|
|
2020
Q4 | $26M | Buy |
603,692
+103,692
| +21% | +$4.47M | 0.7% | 55 |
|
|
2020
Q3 | $21.9M | Hold |
500,000
| – | – | 0.92% | 38 |
|
|
2020
Q2 | $16.2M | Buy |
+500,000
| New | +$16.2M | 0.69% | 51 |
|