Rothschild Investment LLC’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.9K | Sell |
587
-77
| -12% | -$8.12K | ﹤0.01% | 732 |
|
|
2025
Q1 | $68.3K | Buy |
664
+23
| +4% | +$2.36K | ﹤0.01% | 698 |
|
|
2024
Q4 | $69.8K | Buy |
641
+36
| +6% | +$3.92K | ﹤0.01% | 718 |
|
|
2024
Q3 | $86.8K | Buy |
605
+322
| +114% | +$46.2K | 0.01% | 674 |
|
|
2024
Q2 | $31.2K | Buy |
283
+66
| +30% | +$7.27K | ﹤0.01% | 872 |
|
|
2024
Q1 | $26.2K | Buy |
217
+25
| +13% | +$3.02K | ﹤0.01% | 869 |
|
|
2023
Q4 | $19.8K | Buy |
+192
| New | +$19.8K | ﹤0.01% | 866 |
|
|
2023
Q1 | – | Sell |
-5,355
| Closed | -$244K | – | 496 |
|
|
2022
Q4 | $244K | Buy |
5,355
+5
| +0.1% | +$228 | 0.02% | 410 |
|
|
2022
Q3 | $201K | Sell |
5,350
-150
| -3% | -$5.64K | 0.02% | 430 |
|
|
2022
Q2 | $218K | Hold |
5,500
| – | – | 0.02% | 424 |
|
|
2022
Q1 | $230K | Buy |
+5,500
| New | +$230K | 0.02% | 443 |
|
|
2013
Q4 | – | Sell |
-18,260
| Closed | -$301K | – | 409 |
|
|
2013
Q3 | $301K | Buy |
+18,260
| New | +$301K | 0.04% | 317 |
|