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Shelton Capital Management’s Pultegroup PHM Stock Holding History

Shelton Capital Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-45,626
Closed -$4.81M – 755
2025
Q2 		$4.81M Sell
45,626
-174,271
-79% -$17.6M 0.11% 165
2025
Q1 		$22.6M Buy
219,897
+121,503
+123% +$13.1M 0.54% 43
2024
Q4 		$10.7M Buy
98,394
+5,100
+5% +$662K 0.27% 93
2024
Q3 		$13.4M Buy
93,294
+1,319
+1% +$168K 0.34% 66
2024
Q2 		$10.1M Buy
91,975
+36,700
+66% +$4.17M 0.28% 84
2024
Q1 		$6.67M Buy
55,275
+30,000
+119% +$3.22M 0.19% 126
2023
Q4 		$2.61M Sell
25,275
-26,125
-51% -$2.22M 0.08% 221
2023
Q3 		$3.81M Buy
51,400
+23,900
+87% +$1.91M 0.14% 175
2023
Q2 		$2.14M Buy
+27,500
New +$1.86M 0.08% 229
2020
Q4 		– Sell
-36,217
Closed -$1.68M – 799
2020
Q3 		$1.68M Buy
+36,217
New +$1.55M 0.07% 284
2020
Q1 		– Sell
-74,988
Closed -$2.91M – 780
2019
Q4 		$2.91M Buy
+74,988
New +$2.91M 0.16% 124
2014
Q4 		– Sell
-10,204
Closed -$180K – 800
2014
Q3 		$180K Sell
10,204
-900
-8% -$17K 0.02% 734
2014
Q2 		$224K Sell
11,104
-13,500
-55% -$259K 0.03% 705
2014
Q1 		$472K Hold
24,604
– – 0.07% 352
2013
Q4 		$501K Buy
24,604
+2,800
+13% +$49.6K 0.08% 320
2013
Q3 		$360K Buy
+21,804
New +$372K 0.06% 414

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