United Capital Financial Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Sell |
8,244
-1,053
| -11% | -$111K | 0.01% | 623 |
|
|
2025
Q1 | $956K | Buy |
9,297
+969
| +12% | +$99.6K | 0.01% | 567 |
|
|
2024
Q4 | $907K | Buy |
8,328
+20
| +0.2% | +$2.18K | 0.01% | 569 |
|
|
2024
Q3 | $1.19M | Sell |
8,308
-164
| -2% | -$23.5K | 0.01% | 503 |
|
|
2024
Q2 | $933K | Sell |
8,472
-67
| -0.8% | -$7.38K | 0.01% | 538 |
|
|
2024
Q1 | $1.03M | Sell |
8,539
-1,129
| -12% | -$136K | 0.01% | 550 |
|
|
2023
Q4 | $998K | Buy |
+9,668
| New | +$998K | 0.01% | 562 |
|
|
2022
Q4 | – | Sell |
-5,709
| Closed | -$214K | – | 1094 |
|
|
2022
Q3 | $214K | Sell |
5,709
-98,101
| -95% | -$3.68M | ﹤0.01% | 1001 |
|
|
2022
Q2 | $4.11M | Buy |
103,810
+7,253
| +8% | +$287K | 0.02% | 364 |
|
|
2022
Q1 | $4.05M | Buy |
96,557
+6,565
| +7% | +$275K | 0.02% | 398 |
|
|
2021
Q4 | $5.14M | Buy |
89,992
+167
| +0.2% | +$9.55K | 0.02% | 369 |
|
|
2021
Q3 | $4.13M | Buy |
89,825
+10,875
| +14% | +$499K | 0.02% | 400 |
|
|
2021
Q2 | $4.31M | Buy |
78,950
+59,790
| +312% | +$3.26M | 0.02% | 394 |
|
|
2021
Q1 | $1.01M | Sell |
19,160
-1,294
| -6% | -$67.9K | 0.01% | 669 |
|
|
2020
Q4 | $882K | Sell |
20,454
-120,935
| -86% | -$5.21M | 0.01% | 701 |
|
|
2020
Q3 | $6.55M | Sell |
141,389
-9,485
| -6% | -$439K | 0.04% | 298 |
|
|
2020
Q2 | $5.13M | Buy |
150,874
+11,031
| +8% | +$375K | 0.04% | 352 |
|
|
2020
Q1 | $3.12M | Buy |
139,843
+132,669
| +1,849% | +$2.96M | 0.03% | 408 |
|
|
2019
Q4 | $278K | Buy |
+7,174
| New | +$278K | ﹤0.01% | 1154 |
|
|
2019
Q3 | – | Sell |
-9,865
| Closed | -$312K | – | 1419 |
|
|
2019
Q2 | $312K | Buy |
9,865
+1,276
| +15% | +$40.4K | ﹤0.01% | 1176 |
|
|
2019
Q1 | $240K | Buy |
8,589
+315
| +4% | +$8.8K | ﹤0.01% | 1191 |
|
|
2018
Q4 | $215K | Buy |
+8,274
| New | +$215K | ﹤0.01% | 1180 |
|
|
2013
Q3 | – | Sell |
-263,401
| Closed | -$5M | – | 733 |
|
|
2013
Q2 | $5M | Buy |
+263,401
| New | +$5M | 0.13% | 188 |
|