Transamerica Financial Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 644 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 499 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 544 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 566 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 537 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 519 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 596 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 563 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 573 |
|
|
2016
Q2 | – | Sell |
-500
| Closed | -$10K | – | 622 |
|
|
2016
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 554 |
|
|
2015
Q4 | $9K | Sell |
500
-250
| -33% | -$4.5K | ﹤0.01% | 616 |
|
|
2015
Q3 | $15K | Hold |
750
| – | – | ﹤0.01% | 532 |
|
|
2015
Q2 | $16K | Hold |
750
| – | – | ﹤0.01% | 580 |
|
|
2015
Q1 | $17K | Sell |
750
-38
| -5% | -$861 | ﹤0.01% | 564 |
|
|
2014
Q4 | $17K | Buy |
788
+38
| +5% | +$820 | ﹤0.01% | 451 |
|
|
2014
Q3 | $14K | Hold |
750
| – | – | ﹤0.01% | 440 |
|
|
2014
Q2 | $16K | Hold |
750
| – | – | ﹤0.01% | 458 |
|
|
2014
Q1 | $15K | Hold |
750
| – | – | ﹤0.01% | 435 |
|
|
2013
Q4 | $16K | Hold |
750
| – | – | ﹤0.01% | 429 |
|
|
2013
Q3 | $13K | Hold |
750
| – | – | ﹤0.01% | 417 |
|
|
2013
Q2 | $15K | Buy |
+750
| New | +$15K | ﹤0.01% | 382 |
|