Riverwater Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,204
| Closed | -$240K | – | 227 |
|
2024
Q4 | $240K | Buy |
2,204
+3
| +0.1% | +$327 | 0.12% | 197 |
|
2024
Q3 | $315K | Sell |
2,201
-25
| -1% | -$3.58K | 0.16% | 161 |
|
2024
Q2 | $245K | Sell |
2,226
-38
| -2% | -$4.18K | 0.18% | 159 |
|
2024
Q1 | $273K | Sell |
2,264
-1,284
| -36% | -$155K | 0.2% | 158 |
|
2023
Q4 | $366K | Buy |
3,548
+409
| +13% | +$42.2K | 0.29% | 111 |
|
2023
Q3 | $232K | Buy |
+3,139
| New | +$232K | 0.21% | 163 |
|