Salem Investment Counselors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1K | Hold |
285
| – | – | ﹤0.01% | 668 |
|
|
2025
Q1 | $29.4K | Hold |
285
| – | – | ﹤0.01% | 660 |
|
|
2024
Q4 | $31.1K | Hold |
285
| – | – | ﹤0.01% | 665 |
|
|
2024
Q3 | $41K | Hold |
285
| – | – | ﹤0.01% | 623 |
|
|
2024
Q2 | $31.4K | Hold |
285
| – | – | ﹤0.01% | 650 |
|
|
2024
Q1 | $34.4K | Hold |
285
| – | – | ﹤0.01% | 631 |
|
|
2023
Q4 | $29.5K | Hold |
285
| – | – | ﹤0.01% | 645 |
|
|
2023
Q3 | $21.2K | Hold |
285
| – | – | ﹤0.01% | 666 |
|
|
2023
Q2 | $22.2K | Hold |
285
| – | – | ﹤0.01% | 674 |
|
|
2023
Q1 | $16.7K | Hold |
285
| – | – | ﹤0.01% | 724 |
|
|
2022
Q4 | $13K | Hold |
285
| – | – | ﹤0.01% | 741 |
|
|
2022
Q3 | $11K | Hold |
285
| – | – | ﹤0.01% | 743 |
|
|
2022
Q2 | $11K | Buy |
+285
| New | +$11K | ﹤0.01% | 768 |
|
|
2021
Q4 | – | Sell |
-19
| Closed | -$1K | – | 1096 |
|
|
2021
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 940 |
|
|
2021
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 874 |
|
|
2021
Q1 | $1K | Sell |
19
-9,981
| -100% | -$525K | ﹤0.01% | 839 |
|
|
2020
Q4 | $431K | Hold |
10,000
| – | – | 0.03% | 207 |
|
|
2020
Q3 | $463K | Hold |
10,000
| – | – | 0.04% | 190 |
|
|
2020
Q2 | $340K | Hold |
10,000
| – | – | 0.03% | 206 |
|
|
2020
Q1 | $223K | Hold |
10,000
| – | – | 0.02% | 222 |
|
|
2019
Q4 | $388K | Hold |
10,000
| – | – | 0.03% | 204 |
|
|
2019
Q3 | $366K | Hold |
10,000
| – | – | 0.03% | 203 |
|
|
2019
Q2 | $316K | Sell |
10,000
-700
| -7% | -$22.1K | 0.03% | 221 |
|
|
2019
Q1 | $265K | Hold |
10,700
| – | – | 0.03% | 178 |
|
|
2018
Q4 | $278K | Hold |
10,700
| – | – | 0.04% | 170 |
|
|
2018
Q3 | $265K | Hold |
10,700
| – | – | 0.03% | 178 |
|
|
2018
Q2 | $316K | Buy |
10,700
+10,000
| +1,429% | +$295K | 0.03% | 174 |
|
|
2018
Q1 | $21K | Sell |
700
-10,000
| -93% | -$300K | ﹤0.01% | 386 |
|
|
2017
Q4 | $356K | Hold |
10,700
| – | – | 0.04% | 175 |
|
|
2017
Q3 | $292K | Sell |
10,700
-20,000
| -65% | -$546K | 0.03% | 180 |
|
|
2017
Q2 | $753K | Buy |
30,700
+20,000
| +187% | +$491K | 0.09% | 136 |
|
|
2017
Q1 | $252K | Hold |
10,700
| – | – | 0.03% | 223 |
|
|
2016
Q4 | $197K | Sell |
10,700
-1,100
| -9% | -$20.3K | 0.02% | 237 |
|
|
2016
Q3 | $2.37K | Hold |
11,800
| – | – | 0.03% | 205 |
|
|
2016
Q2 | $230K | Sell |
11,800
-3,600
| -23% | -$70.2K | 0.03% | 234 |
|
|
2016
Q1 | $288K | Sell |
15,400
-1,000
| -6% | -$18.7K | 0.04% | 216 |
|
|
2015
Q4 | $292K | Sell |
16,400
-500
| -3% | -$8.9K | 0.04% | 216 |
|
|
2015
Q3 | $316K | Hold |
16,900
| – | – | 0.04% | 211 |
|
|
2015
Q2 | $341K | Sell |
16,900
-8,100
| -32% | -$163K | 0.04% | 221 |
|
|
2015
Q1 | $556K | Sell |
25,000
-100
| -0.4% | -$2.22K | 0.07% | 193 |
|
|
2014
Q4 | $539K | Sell |
25,100
-1,100
| -4% | -$23.6K | 0.06% | 186 |
|
|
2014
Q3 | $463K | Sell |
26,200
-2,650
| -9% | -$46.8K | 0.06% | 197 |
|
|
2014
Q2 | $582K | Sell |
28,850
-1,000
| -3% | -$20.2K | 0.07% | 181 |
|
|
2014
Q1 | $573K | Buy |
29,850
+1,200
| +4% | +$23K | 0.07% | 181 |
|
|
2013
Q4 | $584K | Sell |
28,650
-1,190
| -4% | -$24.3K | 0.08% | 175 |
|
|
2013
Q3 | $492K | Buy |
29,840
+450
| +2% | +$7.42K | 0.07% | 192 |
|
|
2013
Q2 | $558K | Buy |
+29,390
| New | +$558K | 0.08% | 169 |
|