UMB Bank’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
11,161
-282
| -2% | -$29.7K | 0.02% | 301 |
|
|
2025
Q1 | $1.18M | Buy |
11,443
+182
| +2% | +$18.7K | 0.02% | 302 |
|
|
2024
Q4 | $1.23M | Buy |
11,261
+81
| +0.7% | +$8.82K | 0.02% | 291 |
|
|
2024
Q3 | $1.6M | Buy |
11,180
+333
| +3% | +$47.8K | 0.03% | 271 |
|
|
2024
Q2 | $1.19M | Buy |
10,847
+506
| +5% | +$55.7K | 0.02% | 295 |
|
|
2024
Q1 | $1.25M | Buy |
10,341
+6
| +0.1% | +$724 | 0.02% | 299 |
|
|
2023
Q4 | $1.07M | Sell |
10,335
-26
| -0.3% | -$2.68K | 0.02% | 322 |
|
|
2023
Q3 | $767K | Hold |
10,361
| – | – | 0.01% | 357 |
|
|
2023
Q2 | $805K | Hold |
10,361
| – | – | 0.01% | 360 |
|
|
2023
Q1 | $604K | Hold |
10,361
| – | – | 0.01% | 390 |
|
|
2022
Q4 | $472K | Sell |
10,361
-72
| -0.7% | -$3.28K | 0.01% | 423 |
|
|
2022
Q3 | $391K | Buy |
10,433
+26
| +0.2% | +$974 | 0.01% | 473 |
|
|
2022
Q2 | $412K | Buy |
10,407
+72
| +0.7% | +$2.85K | 0.01% | 495 |
|
|
2022
Q1 | $434K | Hold |
10,335
| – | – | 0.01% | 499 |
|
|
2021
Q4 | $591K | Buy |
+10,335
| New | +$591K | 0.01% | 459 |
|