Plante Moran Financial Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.7K | Hold |
500
| – | – | ﹤0.01% | 324 |
|
|
2025
Q1 | $51.4K | Hold |
500
| – | – | ﹤0.01% | 328 |
|
|
2024
Q4 | $54.5K | Hold |
500
| – | – | ﹤0.01% | 332 |
|
|
2024
Q3 | $71.8K | Hold |
500
| – | – | 0.01% | 334 |
|
|
2024
Q2 | $55.1K | Sell |
500
-500
| -50% | -$55.1K | 0.01% | 324 |
|
|
2024
Q1 | $121K | Hold |
1,000
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $103K | Buy |
+1,000
| New | +$103K | 0.01% | 246 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$91 | – | 905 |
|
|
2022
Q4 | $91 | Buy |
+2
| New | +$91 | ﹤0.01% | 829 |
|
|
2022
Q1 | – | Sell |
-346
| Closed | -$20K | – | 959 |
|
|
2021
Q4 | $20K | Buy |
346
+125
| +57% | +$7.23K | ﹤0.01% | 562 |
|
|
2021
Q3 | $10K | Hold |
221
| – | – | ﹤0.01% | 695 |
|
|
2021
Q2 | $12K | Sell |
221
-70
| -24% | -$3.8K | ﹤0.01% | 655 |
|
|
2021
Q1 | $15K | Sell |
291
-5
| -2% | -$258 | ﹤0.01% | 582 |
|
|
2020
Q4 | $13K | Buy |
296
+21
| +8% | +$922 | ﹤0.01% | 594 |
|
|
2020
Q3 | $13K | Buy |
+275
| New | +$13K | ﹤0.01% | 567 |
|
|
2018
Q3 | – | Sell |
-109
| Closed | -$3K | – | 827 |
|
|
2018
Q2 | $3K | Sell |
109
-65
| -37% | -$1.79K | ﹤0.01% | 685 |
|
|
2018
Q1 | $5K | Buy |
174
+62
| +55% | +$1.78K | ﹤0.01% | 725 |
|
|
2017
Q4 | $4K | Hold |
112
| – | – | ﹤0.01% | 727 |
|
|
2017
Q3 | $3K | Hold |
112
| – | – | ﹤0.01% | 706 |
|
|
2017
Q2 | $3K | Hold |
112
| – | – | ﹤0.01% | 722 |
|
|
2017
Q1 | $3K | Hold |
112
| – | – | ﹤0.01% | 765 |
|
|
2016
Q4 | $2K | Sell |
112
-1,149
| -91% | -$20.5K | ﹤0.01% | 861 |
|
|
2016
Q3 | $25K | Buy |
1,261
+402
| +47% | +$7.97K | 0.02% | 442 |
|
|
2016
Q2 | $17K | Sell |
859
-3,069
| -78% | -$60.7K | 0.01% | 455 |
|
|
2016
Q1 | $73K | Buy |
3,928
+112
| +3% | +$2.08K | 0.06% | 212 |
|
|
2015
Q4 | $68K | Hold |
3,816
| – | – | 0.05% | 233 |
|
|
2015
Q3 | $72K | Hold |
3,816
| – | – | 0.06% | 221 |
|
|
2015
Q2 | $77K | Hold |
3,816
| – | – | 0.06% | 228 |
|
|
2015
Q1 | $85K | Buy |
3,816
+1
| +0% | +$22 | 0.06% | 204 |
|
|
2014
Q4 | $82K | Buy |
3,815
+2
| +0.1% | +$43 | 0.06% | 206 |
|
|
2014
Q3 | $67K | Buy |
3,813
+1
| +0% | +$18 | 0.06% | 213 |
|
|
2014
Q2 | $77K | Buy |
3,812
+535
| +16% | +$10.8K | 0.07% | 173 |
|
|
2014
Q1 | $63K | Sell |
3,277
-2,888
| -47% | -$55.5K | 0.07% | 150 |
|
|
2013
Q4 | $126K | Buy |
6,165
+1,697
| +38% | +$34.7K | 0.07% | 126 |
|
|
2013
Q3 | $74K | Sell |
4,468
-900
| -17% | -$14.9K | 0.05% | 149 |
|
|
2013
Q2 | $102K | Buy |
+5,368
| New | +$102K | 0.08% | 103 |
|