Valley National Advisers’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Sell |
38
-5
| -12% | -$526 | ﹤0.01% | 673 |
|
|
2025
Q1 | $4K | Sell |
43
-26
| -38% | -$2.42K | ﹤0.01% | 663 |
|
|
2024
Q4 | $7K | Buy |
+69
| New | +$7K | ﹤0.01% | 595 |
|
|
2024
Q3 | – | Sell |
-35
| Closed | -$3K | – | 1035 |
|
|
2024
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 846 |
|
|
2024
Q1 | $4K | Buy |
35
+5
| +17% | +$571 | ﹤0.01% | 826 |
|
|
2023
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 886 |
|
|
2020
Q1 | – | Sell |
-2,307
| Closed | -$90K | – | 817 |
|
|
2019
Q4 | $90K | Buy |
2,307
+3
| +0.1% | +$117 | 0.02% | 254 |
|
|
2019
Q3 | $84K | Buy |
2,304
+3
| +0.1% | +$109 | 0.02% | 254 |
|
|
2019
Q2 | $73K | Buy |
2,301
+463
| +25% | +$14.7K | 0.02% | 261 |
|
|
2019
Q1 | $51K | Buy |
1,838
+1,736
| +1,702% | +$48.2K | 0.01% | 290 |
|
|
2018
Q4 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 596 |
|
|
2016
Q4 | – | Sell |
-18
| Closed | – | – | 722 |
|
|
2016
Q3 | $0 | Buy |
+18
| New | – | ﹤0.01% | 707 |
|