SVB Wealth’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,024
| Closed | -$329K | – | 1716 |
|
|
2024
Q4 | $329K | Buy |
+3,024
| New | +$329K | 0.01% | 530 |
|
|
2024
Q3 | – | Sell |
-4,025
| Closed | -$443K | – | 441 |
|
|
2024
Q2 | $443K | Sell |
4,025
-430
| -10% | -$47.3K | 0.01% | 446 |
|
|
2024
Q1 | $537K | Sell |
4,455
-521
| -10% | -$62.8K | 0.01% | 457 |
|
|
2023
Q4 | $514K | Sell |
4,976
-952
| -16% | -$98.3K | 0.01% | 466 |
|
|
2023
Q3 | $439K | Sell |
5,928
-23
| -0.4% | -$1.7K | 0.01% | 493 |
|
|
2023
Q2 | $462K | Sell |
5,951
-926
| -13% | -$71.9K | 0.01% | 515 |
|
|
2023
Q1 | $401K | Sell |
6,877
-380
| -5% | -$22.1K | 0.01% | 606 |
|
|
2022
Q4 | $330K | Buy |
7,257
+1,176
| +19% | +$53.5K | ﹤0.01% | 702 |
|
|
2022
Q3 | $228K | Sell |
6,081
-200
| -3% | -$7.5K | ﹤0.01% | 800 |
|
|
2022
Q2 | $249K | Buy |
+6,281
| New | +$249K | ﹤0.01% | 622 |
|
|
2022
Q1 | – | Sell |
-3,741
| Closed | -$214K | – | 830 |
|
|
2021
Q4 | $214K | Sell |
3,741
-9,199
| -71% | -$526K | ﹤0.01% | 684 |
|
|
2021
Q3 | $594K | Sell |
12,940
-4,222
| -25% | -$194K | 0.01% | 549 |
|
|
2021
Q2 | $936K | Buy |
17,162
+5,208
| +44% | +$284K | 0.01% | 402 |
|
|
2021
Q1 | $626K | Buy |
11,954
+463
| +4% | +$24.2K | 0.01% | 462 |
|
|
2020
Q4 | $496K | Sell |
11,491
-1,902
| -14% | -$82.1K | 0.01% | 477 |
|
|
2020
Q3 | $620K | Buy |
13,393
+1,685
| +14% | +$78K | 0.01% | 361 |
|
|
2020
Q2 | $398K | Buy |
+11,708
| New | +$398K | 0.01% | 405 |
|