SPA
Sherbrooke Park Advisers’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,122
| Closed | -$218K | – | 720 |
|
|
2025
Q1 | $218K | Sell |
2,122
-1,857
| -47% | -$191K | 0.1% | 403 |
|
|
2024
Q4 | $433K | Buy |
+3,979
| New | +$433K | 0.14% | 265 |
|
|
2024
Q1 | – | Sell |
-11,910
| Closed | -$1.23M | – | 965 |
|
|
2023
Q4 | $1.23M | Buy |
11,910
+6,522
| +121% | +$673K | 0.58% | 22 |
|
|
2023
Q3 | $399K | Buy |
+5,388
| New | +$399K | 0.13% | 288 |
|