TCI Wealth Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-88
| Closed | -$5.13K | – | 1653 |
|
|
2023
Q1 | $5.13K | Sell |
88
-1
| -1% | -$54 | ﹤0.01% | 1508 |
|
|
2022
Q4 | $4.05K | Buy |
89
+3
| +3% | +$126 | ﹤0.01% | 1667 |
|
|
2022
Q3 | $3K | Buy |
86
+36
| +72% | +$1.51K | ﹤0.01% | 1817 |
|
|
2022
Q2 | $2K | Sell |
50
-403
| -89% | -$17K | ﹤0.01% | 2026 |
|
|
2022
Q1 | $19K | Buy |
453
+192
| +74% | +$9.53K | ﹤0.01% | 725 |
|
|
2021
Q4 | $15K | Hold |
261
| – | – | ﹤0.01% | 879 |
|
|
2021
Q3 | $12K | Buy |
261
+93
| +55% | +$4.83K | ﹤0.01% | 989 |
|
|
2021
Q2 | $9K | Hold |
168
| – | – | ﹤0.01% | 1055 |
|
|
2021
Q1 | $9K | Buy |
168
+72
| +75% | +$3.36K | ﹤0.01% | 932 |
|
|
2020
Q4 | $4K | Sell |
96
-23
| -19% | -$1.02K | ﹤0.01% | 1000 |
|
|
2020
Q3 | $6K | Buy |
119
+69
| +138% | +$2.95K | ﹤0.01% | 726 |
|
|
2020
Q2 | $2K | Sell |
50
-21
| -30% | -$631 | ﹤0.01% | 1101 |
|
|
2020
Q1 | $2K | Buy |
71
+26
| +58% | +$1K | ﹤0.01% | 1065 |
|
|
2019
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 1180 |
|
|
2019
Q3 | $2K | Sell |
45
-8
| -15% | -$266 | ﹤0.01% | 1114 |
|
|
2019
Q2 | $2K | Buy |
53
+8
| +18% | +$250 | ﹤0.01% | 1043 |
|
|
2019
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 1281 |
|
|
2018
Q4 | $1K | Sell |
45
-48
| -52% | -$1.19K | ﹤0.01% | 1279 |
|
|
2018
Q3 | $2K | Sell |
93
-50
| -35% | -$1.42K | ﹤0.01% | 1064 |
|
|
2018
Q2 | $4K | Buy |
143
+98
| +218% | +$2.95K | ﹤0.01% | 865 |
|
|
2018
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 1243 |
|
|
2017
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 1175 |
|
|
2017
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 1191 |
|
|
2017
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 1143 |
|
|
2016
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 1211 |
|
|
2016
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 1186 |
|
|
2016
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 1120 |
|
|
2016
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 1130 |
|
|
2015
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 956 |
|
|
2015
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 908 |
|
|
2015
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 899 |
|
|
2015
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 822 |
|
|
2014
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 822 |
|
|
2014
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 822 |
|
|
2014
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 837 |
|
|
2014
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 810 |
|
|
2013
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 793 |
|
|
2013
Q3 | $1K | Buy |
+45
| New | +$768 | ﹤0.01% | 716 |
|
Other funds holding PHM
PI
GA
