Shelton Capital Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
45,626
-174,271
| -79% | -$18.4M | 0.11% | 165 |
|
|
2025
Q1 | $22.6M | Buy |
219,897
+121,503
| +123% | +$12.5M | 0.54% | 43 |
|
|
2024
Q4 | $10.7M | Buy |
98,394
+5,100
| +5% | +$555K | 0.27% | 93 |
|
|
2024
Q3 | $13.4M | Buy |
93,294
+1,319
| +1% | +$189K | 0.34% | 66 |
|
|
2024
Q2 | $10.1M | Buy |
91,975
+36,700
| +66% | +$4.04M | 0.27% | 84 |
|
|
2024
Q1 | $6.67M | Buy |
55,275
+30,000
| +119% | +$3.62M | 0.19% | 125 |
|
|
2023
Q4 | $2.61M | Sell |
25,275
-26,125
| -51% | -$2.7M | 0.08% | 218 |
|
|
2023
Q3 | $3.81M | Buy |
51,400
+23,900
| +87% | +$1.77M | 0.14% | 174 |
|
|
2023
Q2 | $2.14M | Buy |
+27,500
| New | +$2.14M | 0.08% | 227 |
|
|
2020
Q4 | – | Sell |
-36,217
| Closed | -$1.68M | – | 791 |
|
|
2020
Q3 | $1.68M | Buy |
+36,217
| New | +$1.68M | 0.07% | 279 |
|
|
2020
Q1 | – | Sell |
-74,988
| Closed | -$2.91M | – | 772 |
|
|
2019
Q4 | $2.91M | Buy |
+74,988
| New | +$2.91M | 0.16% | 123 |
|
|
2014
Q4 | – | Sell |
-10,204
| Closed | -$180K | – | 800 |
|
|
2014
Q3 | $180K | Sell |
10,204
-900
| -8% | -$15.9K | 0.02% | 734 |
|
|
2014
Q2 | $224K | Sell |
11,104
-13,500
| -55% | -$272K | 0.03% | 705 |
|
|
2014
Q1 | $472K | Hold |
24,604
| – | – | 0.07% | 352 |
|
|
2013
Q4 | $501K | Buy |
24,604
+2,800
| +13% | +$57K | 0.08% | 320 |
|
|
2013
Q3 | $360K | Buy |
+21,804
| New | +$360K | 0.06% | 414 |
|