TD Private Client Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
3,168
+644
| +26% | +$67.9K | 0.01% | 539 |
|
|
2025
Q1 | $259K | Buy |
2,524
+460
| +22% | +$47.3K | 0.01% | 549 |
|
|
2024
Q4 | $225K | Buy |
2,064
+205
| +11% | +$22.3K | 0.01% | 581 |
|
|
2024
Q3 | $267K | Sell |
1,859
-14
| -0.7% | -$2.01K | 0.01% | 554 |
|
|
2024
Q2 | $206K | Buy |
1,873
+6
| +0.3% | +$661 | 0.01% | 567 |
|
|
2024
Q1 | $225K | Buy |
1,867
+9
| +0.5% | +$1.09K | 0.01% | 561 |
|
|
2023
Q4 | $192K | Buy |
1,858
+208
| +13% | +$21.5K | 0.01% | 578 |
|
|
2023
Q3 | $122K | Buy |
1,650
+179
| +12% | +$13.3K | 0.01% | 613 |
|
|
2023
Q2 | $114K | Buy |
1,471
+13
| +0.9% | +$1.01K | ﹤0.01% | 637 |
|
|
2023
Q1 | $85K | Buy |
1,458
+27
| +2% | +$1.57K | ﹤0.01% | 673 |
|
|
2022
Q4 | $65.2K | Buy |
1,431
+230
| +19% | +$10.5K | ﹤0.01% | 694 |
|
|
2022
Q3 | $45K | Sell |
1,201
-9
| -0.7% | -$338 | ﹤0.01% | 749 |
|
|
2022
Q2 | $48K | Sell |
1,210
-114
| -9% | -$4.52K | ﹤0.01% | 745 |
|
|
2022
Q1 | $55.5K | Buy |
1,324
+616
| +87% | +$25.8K | ﹤0.01% | 749 |
|
|
2021
Q4 | $40.5K | Sell |
708
-140
| -17% | -$8K | ﹤0.01% | 771 |
|
|
2021
Q3 | $38.9K | Sell |
848
-81
| -9% | -$3.72K | ﹤0.01% | 782 |
|
|
2021
Q2 | $50.7K | Sell |
929
-3,513
| -79% | -$192K | ﹤0.01% | 735 |
|
|
2021
Q1 | $233K | Sell |
4,442
-915
| -17% | -$48K | 0.01% | 485 |
|
|
2020
Q4 | $231K | Sell |
5,357
-294
| -5% | -$12.7K | 0.01% | 470 |
|
|
2020
Q3 | $262K | Buy |
5,651
+446
| +9% | +$20.6K | 0.01% | 425 |
|
|
2020
Q2 | $177K | Buy |
5,205
+4,076
| +361% | +$139K | 0.01% | 465 |
|
|
2020
Q1 | $25.2K | Buy |
1,129
+73
| +7% | +$1.63K | ﹤0.01% | 665 |
|
|
2019
Q4 | $41K | Buy |
+1,056
| New | +$41K | ﹤0.01% | 633 |
|