Principal Securities’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
15,979
+3,189
+25% +$336K 0.03% 460
2025
Q1
$1.39M Hold
12,790
0.03% 448
2024
Q4
$1.39M Buy
12,790
+379
+3% +$41.3K 0.03% 448
2024
Q3
$1.78M Buy
12,411
+3,178
+34% +$456K 0.04% 382
2024
Q2
$1.02M Buy
9,233
+1,225
+15% +$135K 0.03% 477
2024
Q1
$966K Sell
8,008
-1,361
-15% -$164K 0.03% 462
2023
Q4
$967K Buy
+9,369
New +$967K 0.04% 421