Schwartz Investment Counsel’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $581K | Hold |
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|
2025
Q2 | $464K | Hold |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $667K | Hold |
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|
2024
Q2 | $512K | Hold |
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|
2024
Q1 | $561K | Hold |
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|
2023
Q4 | $480K | Hold |
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|
2023
Q3 | $344K | Hold |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $269K | Hold |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $371K | Hold |
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|
2021
Q1 | $356K | Hold |
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|
2020
Q4 | $293K | Sell |
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|
2020
Q3 | $333K | Hold |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $318K | Hold |
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|
2019
Q3 | $300K | Sell |
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|
2019
Q2 | $269K | Hold |
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|
2019
Q1 | $238K | Sell |
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|
2018
Q4 | $224K | Hold |
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|
2018
Q3 | $213K | Hold |
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|
2018
Q2 | $247K | Hold |
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|
2018
Q1 | $254K | Hold |
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|
2017
Q4 | $286K | Sell |
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|
2017
Q3 | $251K | Hold |
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|
2017
Q2 | $226K | Sell |
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|
2017
Q1 | $287K | Sell |
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|
2016
Q4 | $2.06M | Sell |
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|
2016
Q3 | $2.27M | Sell |
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|
2016
Q2 | $5.13M | Hold |
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|
2016
Q1 | $4.92M | Sell |
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|
2015
Q4 | $5.58M | Buy |
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|
2015
Q3 | $5.86M | Hold |
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|
2015
Q2 | $6.26M | Hold |
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|
2015
Q1 | $6.9M | Buy |
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|
2014
Q4 | $6.65M | Buy |
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|
2014
Q3 | $5.44M | Buy |
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|
2014
Q2 | $5.71M | Hold |
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|
2014
Q1 | $5.43M | Buy |
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|
2013
Q4 | $3.4M | Sell |
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|
2013
Q3 | $3.81M | Buy |
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|
2013
Q2 | $3.87M | Buy |
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