Private Trust Company’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $132K | Sell |
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|
2025
Q2 | $106K | Sell |
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|
2025
Q1 | $175K | Sell |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $130K | Buy |
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|
2024
Q1 | $134K | Buy |
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|
2023
Q4 | $77.7K | Sell |
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|
2023
Q3 | $63.6K | Buy |
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|
2023
Q2 | $53.4K | Sell |
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|
2023
Q1 | $42K | Sell |
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|
2022
Q4 | $34K | Buy |
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|
2022
Q3 | $26K | Sell |
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|
2022
Q2 | $29K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $6K | Hold |
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|
2014
Q2 | $6K | Hold |
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|
2014
Q1 | $6K | Hold |
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|
2013
Q4 | $6K | Hold |
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|
2013
Q3 | $5K | Buy |
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|
2013
Q2 | $4K | Buy |
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