Roman Butler Fullerton & Co’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+1,796
| New | +$209K | 0.06% | 235 |
|
|
2025
Q1 | – | Sell |
-1,715
| Closed | -$203K | – | 243 |
|
|
2024
Q4 | $203K | Sell |
1,715
-12
| -0.7% | -$1.42K | 0.06% | 228 |
|
|
2024
Q3 | $250K | Buy |
+1,727
| New | +$250K | 0.08% | 219 |
|
|
2024
Q2 | – | Sell |
-4,241
| Closed | -$781K | – | 236 |
|
|
2024
Q1 | $781K | Sell |
4,241
-1,425
| -25% | -$262K | 0.29% | 86 |
|
|
2023
Q4 | $596K | Buy |
5,666
+6
| +0.1% | +$631 | 0.23% | 104 |
|
|
2023
Q3 | $413K | Buy |
5,660
+2,307
| +69% | +$168K | 0.19% | 121 |
|
|
2023
Q2 | $275K | Buy |
+3,353
| New | +$275K | 0.13% | 162 |
|