USA Financial Formulas’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,235
| Closed | -$1.37M | – | 402 |
|
|
2023
Q4 | $1.37M | Buy |
13,235
+9,869
| +293% | +$1.02M | 0.24% | 44 |
|
|
2023
Q3 | $249K | Buy |
3,366
+843
| +33% | +$62.4K | 0.37% | 71 |
|
|
2023
Q2 | $196K | Buy |
+2,523
| New | +$196K | 0.3% | 58 |
|
|
2020
Q2 | – | Sell |
-46,159
| Closed | -$1.03M | – | 308 |
|
|
2020
Q1 | $1.03M | Buy |
46,159
+46,154
| +923,080% | +$1.03M | 0.66% | 57 |
|
|
2019
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 294 |
|
|
2019
Q1 | – | Sell |
-19,269
| Closed | -$477K | – | 284 |
|
|
2018
Q4 | $477K | Buy |
19,269
+6,351
| +49% | +$157K | 0.12% | 127 |
|
|
2018
Q3 | $371K | Buy |
+12,918
| New | +$371K | 0.09% | 178 |
|
|
2018
Q1 | – | Sell |
-105,779
| Closed | -$3.52M | – | 391 |
|
|
2017
Q4 | $3.52M | Buy |
+105,779
| New | +$3.52M | 0.84% | 57 |
|
|
2017
Q2 | – | Sell |
-48,066
| Closed | -$1.13M | – | 290 |
|
|
2017
Q1 | $1.13M | Buy |
+48,066
| New | +$1.13M | 0.27% | 78 |
|
|
2016
Q4 | – | Sell |
-21,547
| Closed | -$432K | – | 324 |
|
|
2016
Q3 | $432K | Buy |
+21,547
| New | +$432K | 0.11% | 166 |
|