Telemus Capital’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.13M | Buy |
10,959
+84
| +0.8% | +$7.14K | 0.09% | 155 |
|
|
2023
Q3 | $805K | Sell |
10,875
-331
| -3% | -$26.4K | 0.07% | 177 |
|
|
2023
Q2 | $870K | Sell |
11,206
-54
| -0.5% | -$3.66K | 0.07% | 171 |
|
|
2023
Q1 | $656K | Buy |
11,260
+275
| +3% | +$14.8K | 0.06% | 195 |
|
|
2022
Q4 | $531K | Sell |
10,985
-150
| -1% | -$6.32K | 0.05% | 219 |
|
|
2022
Q3 | $418K | Buy |
11,135
+5
| +0% | +$210 | 0.04% | 218 |
|
|
2022
Q2 | $441K | Buy |
11,130
+214
| +2% | +$9.01K | 0.04% | 243 |
|
|
2022
Q1 | $457K | Sell |
10,916
-535
| -5% | -$26.5K | 0.04% | 235 |
|
|
2021
Q4 | $655K | Buy |
11,451
+582
| +5% | +$29.8K | 0.05% | 221 |
|
|
2021
Q3 | $499K | Buy |
10,869
+2,969
| +38% | +$154K | 0.04% | 238 |
|
|
2021
Q2 | $431K | Hold |
7,900
| – | – | 0.03% | 255 |
|
|
2021
Q1 | $425K | Hold |
7,900
| – | – | 0.03% | 291 |
|
|
2020
Q4 | $341K | Hold |
7,900
| – | – | 0.03% | 301 |
|
|
2020
Q3 | $377K | Hold |
7,900
| – | – | 0.03% | 345 |
|
|
2020
Q2 | $277K | Hold |
7,900
| – | – | 0.02% | 352 |
|
|
2020
Q1 | $268K | Sell |
7,900
-3,500
| -31% | -$135K | 0.02% | 323 |
|
|
2019
Q4 | $442K | Buy |
11,400
+1,000
| +10% | +$38.9K | 0.03% | 265 |
|
|
2019
Q3 | $380K | Hold |
10,400
| – | – | 0.03% | 275 |
|
|
2019
Q2 | $324K | Buy |
10,400
+900
| +9% | +$28.1K | 0.03% | 283 |
|
|
2019
Q1 | $266K | Sell |
9,500
-308
| -3% | -$8.39K | 0.02% | 358 |
|
|
2018
Q4 | $255K | Sell |
9,808
-3,221
| -25% | -$79.7K | 0.02% | 354 |
|
|
2018
Q3 | $323K | Sell |
13,029
-639
| -5% | -$18.1K | 0.02% | 350 |
|
|
2018
Q2 | $393K | Buy |
13,668
+815
| +6% | +$24.5K | 0.03% | 324 |
|
|
2018
Q1 | $379K | Sell |
12,853
-49
| -0.4% | -$1.52K | 0.03% | 321 |
|
|
2017
Q4 | $429K | Buy |
12,902
+295
| +2% | +$9.16K | 0.03% | 314 |
|
|
2017
Q3 | $345K | Sell |
12,607
-7
| -0.1% | -$177 | 0.04% | 256 |
|
|
2017
Q2 | $309K | Buy |
12,614
+3,264
| +35% | +$76.2K | 0.03% | 292 |
|
|
2017
Q1 | $220K | Buy |
+9,350
| New | +$201K | 0.02% | 314 |
|
Other funds holding PHM
PI
GA
