Pinnacle Associates’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.14M Buy
20,255
+944
+5% +$99.6K 0.03% 371
2025
Q1
$1.99M Buy
19,311
+1,830
+10% +$188K 0.03% 377
2024
Q4
$1.9M Buy
17,481
+9,196
+111% +$1M 0.03% 374
2024
Q3
$855K Sell
8,285
-2,638
-24% -$272K 0.01% 491
2024
Q2
$1.2M Buy
10,923
+2,713
+33% +$299K 0.02% 437
2024
Q1
$990K Sell
8,210
-75
-0.9% -$9.05K 0.02% 483
2023
Q4
$855K Sell
8,285
-134
-2% -$13.8K 0.01% 499
2023
Q3
$623K Sell
8,419
-878
-9% -$65K 0.01% 528
2023
Q2
$722K Sell
9,297
-198
-2% -$15.4K 0.01% 514
2023
Q1
$553K Sell
9,495
-1,271
-12% -$74.1K 0.01% 501
2022
Q4
$490K Sell
10,766
-1,298
-11% -$59.1K 0.01% 506
2022
Q3
$452K Sell
12,064
-606
-5% -$22.7K 0.01% 514
2022
Q2
$502K Sell
12,670
-619
-5% -$24.5K 0.01% 513
2022
Q1
$557K Sell
13,289
-2,318
-15% -$97.2K 0.01% 532
2021
Q4
$892K Sell
15,607
-1,638
-9% -$93.6K 0.02% 473
2021
Q3
$792K Sell
17,245
-1,936
-10% -$88.9K 0.01% 480
2021
Q2
$1.05M Sell
19,181
-1,346
-7% -$73.5K 0.02% 426
2021
Q1
$1.08M Sell
20,527
-1,540
-7% -$80.7K 0.02% 408
2020
Q4
$952K Sell
22,067
-1,345
-6% -$58K 0.02% 399
2020
Q3
$1.08M Sell
23,412
-4,845
-17% -$224K 0.03% 357
2020
Q2
$962K Buy
28,257
+1,430
+5% +$48.7K 0.02% 368
2020
Q1
$599K Buy
+26,827
New +$599K 0.02% 433