Sustainable Insight Capital Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,000
| Closed | -$1.22M | – | 85 |
|
|
2023
Q1 | $1.22M | Buy |
21,000
+1,900
| +10% | +$111K | 1.23% | 28 |
|
|
2022
Q4 | $870K | Sell |
19,100
-24,900
| -57% | -$1.13M | 0.98% | 34 |
|
|
2022
Q3 | $1.65M | Buy |
44,000
+1,400
| +3% | +$52.5K | 1.93% | 15 |
|
|
2022
Q2 | $1.9M | Buy |
+42,600
| New | +$1.9M | 1.89% | 12 |
|
|
2020
Q1 | – | Sell |
-73,400
| Closed | -$2.85M | – | 78 |
|
|
2019
Q4 | $2.85M | Buy |
+73,400
| New | +$2.85M | 2.94% | 19 |
|
|
2018
Q3 | – | Sell |
-17,928
| Closed | -$515K | – | 86 |
|
|
2018
Q2 | $515K | Buy |
17,928
+10,428
| +139% | +$300K | 0.2% | 52 |
|
|
2018
Q1 | $221K | Buy |
+7,500
| New | +$221K | 0.09% | 70 |
|
|
2017
Q3 | – | Sell |
-19,200
| Closed | -$471K | – | 47 |
|
|
2017
Q2 | $471K | Sell |
19,200
-3,600
| -16% | -$88.3K | 0.22% | 32 |
|
|
2017
Q1 | $537K | Buy |
+22,800
| New | +$537K | 0.27% | 44 |
|