River Street 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 | $916K | Buy |
8,686
+788
| +10% | +$83.1K | 0.39% | 69 |
|
2025
Q1 | $812K | Buy |
7,898
+582
| +8% | +$59.8K | 0.4% | 70 |
|
2024
Q4 | $797K | Buy |
7,316
+519
| +8% | +$56.5K | 0.41% | 69 |
|
2024
Q3 | $976K | Sell |
6,797
-39
| -0.6% | -$5.6K | 0.53% | 57 |
|
2024
Q2 | $753K | Buy |
6,836
+629
| +10% | +$69.3K | 0.46% | 62 |
|
2024
Q1 | $749K | Buy |
6,207
+289
| +5% | +$34.9K | 0.51% | 61 |
|
2023
Q4 | $611K | Sell |
5,918
-603
| -9% | -$62.2K | 0.49% | 61 |
|
2023
Q3 | $483K | Buy |
6,521
+847
| +15% | +$62.7K | 0.46% | 68 |
|
2023
Q2 | $441K | Sell |
5,674
-145
| -2% | -$11.3K | 0.42% | 77 |
|
2023
Q1 | $339K | Sell |
5,819
-129
| -2% | -$7.52K | 0.33% | 86 |
|
2022
Q4 | $271K | Buy |
+5,948
| New | +$271K | 0.29% | 92 |
|