The Family Firm’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,042
| Closed | -$416K | – | 175 |
|
|
2025
Q1 | $416K | Buy |
4,042
+8
| +0.2% | +$822 | 0.09% | 135 |
|
|
2024
Q4 | $439K | Sell |
4,034
-134
| -3% | -$14.6K | 0.1% | 128 |
|
|
2024
Q3 | $598K | Buy |
4,168
+89
| +2% | +$12.8K | 0.13% | 104 |
|
|
2024
Q2 | $449K | Buy |
4,079
+8
| +0.2% | +$881 | 0.1% | 121 |
|
|
2024
Q1 | $491K | Sell |
4,071
-267
| -6% | -$32.2K | 0.12% | 113 |
|
|
2023
Q4 | $448K | Buy |
4,338
+10
| +0.2% | +$1.03K | 0.12% | 114 |
|
|
2023
Q3 | $320K | Buy |
4,328
+9
| +0.2% | +$666 | 0.09% | 134 |
|
|
2023
Q2 | $335K | Buy |
4,319
+12
| +0.3% | +$932 | 0.09% | 137 |
|
|
2023
Q1 | $251K | Buy |
+4,307
| New | +$251K | 0.07% | 155 |
|
|
2022
Q1 | – | Sell |
-4,418
| Closed | -$253K | – | 181 |
|
|
2021
Q4 | $253K | Hold |
4,418
| – | – | 0.07% | 163 |
|
|
2021
Q3 | $222K | Buy |
4,418
+19
| +0.4% | +$955 | 0.06% | 171 |
|
|
2021
Q2 | $240K | Buy |
4,399
+189
| +4% | +$10.3K | 0.07% | 156 |
|
|
2021
Q1 | $221K | Buy |
+4,210
| New | +$221K | 0.06% | 158 |
|