Private Trust Company’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
1,005
-694
| -41% | -$73.2K | 0.01% | 932 |
|
|
2025
Q1 | $175K | Sell |
1,699
-1,307
| -43% | -$134K | 0.02% | 755 |
|
|
2024
Q4 | $327K | Sell |
3,006
-1,217
| -29% | -$133K | 0.03% | 519 |
|
|
2024
Q3 | $606K | Buy |
4,223
+3,042
| +258% | +$437K | 0.06% | 339 |
|
|
2024
Q2 | $130K | Buy |
1,181
+73
| +7% | +$8.04K | 0.01% | 802 |
|
|
2024
Q1 | $134K | Buy |
1,108
+355
| +47% | +$42.8K | 0.01% | 773 |
|
|
2023
Q4 | $77.7K | Sell |
753
-106
| -12% | -$10.9K | 0.01% | 906 |
|
|
2023
Q3 | $63.6K | Buy |
859
+172
| +25% | +$12.7K | 0.01% | 937 |
|
|
2023
Q2 | $53.4K | Sell |
687
-34
| -5% | -$2.64K | 0.01% | 1005 |
|
|
2023
Q1 | $42K | Sell |
721
-34
| -5% | -$1.98K | 0.01% | 1050 |
|
|
2022
Q4 | $34K | Buy |
755
+66
| +10% | +$2.97K | 0.01% | 1099 |
|
|
2022
Q3 | $26K | Sell |
689
-33
| -5% | -$1.25K | ﹤0.01% | 1116 |
|
|
2022
Q2 | $29K | Buy |
+722
| New | +$29K | ﹤0.01% | 1110 |
|
|
2014
Q4 | – | Sell |
-317
| Closed | -$6K | – | 934 |
|
|
2014
Q3 | $6K | Hold |
317
| – | – | ﹤0.01% | 1255 |
|
|
2014
Q2 | $6K | Hold |
317
| – | – | ﹤0.01% | 1228 |
|
|
2014
Q1 | $6K | Hold |
317
| – | – | ﹤0.01% | 1130 |
|
|
2013
Q4 | $6K | Hold |
317
| – | – | ﹤0.01% | 1118 |
|
|
2013
Q3 | $5K | Buy |
317
+91
| +40% | +$1.44K | ﹤0.01% | 1139 |
|
|
2013
Q2 | $4K | Buy |
+226
| New | +$4K | ﹤0.01% | 1138 |
|