TRIA
Trail Ridge Investment Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
16,705
-1,917
| -10% | -$216K | 0.91% | 28 |
|
|
2025
Q1 | $1.91M | Hold |
18,622
| – | – | 0.99% | 27 |
|
|
2024
Q4 | $2.03M | Hold |
18,622
| – | – | 0.96% | 29 |
|
|
2024
Q3 | $2.48M | Hold |
18,622
| – | – | 1.18% | 23 |
|
|
2024
Q2 | $2.05M | Hold |
18,622
| – | – | 1.06% | 27 |
|
|
2024
Q1 | $2.25M | Hold |
18,622
| – | – | 1.27% | 22 |
|
|
2023
Q4 | $1.92M | Hold |
18,622
| – | – | 1.18% | 25 |
|
|
2023
Q3 | $1.38M | Buy |
18,622
+122
| +0.7% | +$9.03K | 0.94% | 34 |
|
|
2023
Q2 | $1.44M | Hold |
18,500
| – | – | 0.89% | 35 |
|
|
2023
Q1 | $1.08M | Hold |
18,500
| – | – | 0.7% | 48 |
|
|
2022
Q4 | $842K | Hold |
18,500
| – | – | 0.58% | 53 |
|
|
2022
Q3 | $821K | Hold |
18,500
| – | – | 0.54% | 57 |
|
|
2022
Q2 | $733K | Hold |
18,500
| – | – | 0.5% | 60 |
|
|
2022
Q1 | $775K | Hold |
18,500
| – | – | 0.48% | 63 |
|
|
2021
Q4 | $1.06M | Buy |
+18,500
| New | +$1.06M | 0.63% | 51 |
|