RWM
Ritholtz Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Buy |
61,294
+14,031
| +30% | +$1.48M | 0.14% | 80 |
|
|
2025
Q1 | $4.86M | Sell |
47,263
-26,544
| -36% | -$2.73M | 0.15% | 94 |
|
|
2024
Q4 | $8.04M | Buy |
73,807
+16,746
| +29% | +$1.82M | 0.24% | 51 |
|
|
2024
Q3 | $8.19M | Buy |
57,061
+5,950
| +12% | +$854K | 0.25% | 49 |
|
|
2024
Q2 | $5.63M | Buy |
51,111
+17,152
| +51% | +$1.89M | 0.19% | 64 |
|
|
2024
Q1 | $4.1M | Buy |
33,959
+4,754
| +16% | +$573K | 0.14% | 97 |
|
|
2023
Q4 | $3.01M | Buy |
29,205
+4,612
| +19% | +$476K | 0.12% | 108 |
|
|
2023
Q3 | $1.82M | Buy |
24,593
+1,727
| +8% | +$128K | 0.08% | 158 |
|
|
2023
Q2 | $1.78M | Buy |
22,866
+2,301
| +11% | +$179K | 0.08% | 162 |
|
|
2023
Q1 | $1.2M | Buy |
20,565
+1,522
| +8% | +$88.7K | 0.06% | 216 |
|
|
2022
Q4 | $867K | Buy |
19,043
+5,818
| +44% | +$265K | 0.05% | 260 |
|
|
2022
Q3 | $496K | Sell |
13,225
-2,717
| -17% | -$102K | 0.03% | 404 |
|
|
2022
Q2 | $632K | Buy |
15,942
+8,086
| +103% | +$321K | 0.04% | 260 |
|
|
2022
Q1 | $329K | Buy |
+7,856
| New | +$329K | 0.02% | 399 |
|