Tradewinds Capital Management’s Pultegroup PHM Stock Holding History

Tradewinds Capital Management’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7	Closed	-$763	–	719
2024 Q4	$763	Hold	7	–	–	﹤0.01%	567
2024 Q3	$1K	Hold	7	–	–	﹤0.01%	514
2024 Q2	$771	Hold	7	–	–	﹤0.01%	501
2024 Q1	$845	Buy	+7	New	+$751	﹤0.01%	470
2020 Q2	–	Sell	-121	Closed	-$3K	–	701
2020 Q1	$3K	Sell	121 -179	-60%	-$6.91K	﹤0.01%	511
2019 Q4	$12K	Buy	+300	New	+$11.7K	﹤0.01%	385

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tradewinds Capital Management's PHM Position: Q1 2025 in Review

Tradewinds Capital Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 7 shares — an estimated $763 sold.

Tradewinds Capital Management first reported a position in PHM in Q4 2019 and held it in 6 quarters. The position peaked at $12K in Q4 2019. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Tradewinds Capital Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Tradewinds Capital Management sold 7 Pultegroup shares in Q1 2025, an estimated $763.
Tradewinds Capital Management first reported a position in Pultegroup in Q4 2019 and held it in 6 quarters.
Tradewinds Capital Management's Pultegroup position peaked at $12K in Q4 2019.
961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Tradewinds Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.