Vantage Consulting Group’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,037	Closed	-$224K	–	138
2024 Q2	$224K	Sell	2,037 -73	-3%	-$8.29K	0.17%	158
2024 Q1	$255K	Sell	2,110 -322	-13%	-$34.5K	0.16%	105
2023 Q4	$251K	Sell	2,432 -626	-20%	-$53.2K	0.17%	111
2023 Q3	$226K	Sell	3,058 -340	-10%	-$27.1K	0.15%	148
2023 Q2	$264K	Sell	3,398 -1,368	-29%	-$92.7K	0.15%	105
2023 Q1	$278K	Sell	4,766 -1,074	-18%	-$58K	0.16%	94
2022 Q4	$266K	Sell	5,840 -696	-11%	-$29.3K	0.16%	100
2022 Q3	$245K	Buy	6,536 +456	+8%	+$19.2K	0.14%	125
2022 Q2	$241K	Buy	6,080 +825	+16%	+$34.7K	0.14%	149
2022 Q1	$220K	Buy	5,255 +339	+7%	+$16.8K	0.09%	187
2021 Q4	$281K	Sell	4,916 -475	-9%	-$24.4K	0.08%	130
2021 Q3	$248K	Buy	5,391 +687	+15%	+$35.7K	0.05%	131
2021 Q2	$257K	Buy	+4,704	New	+$263K	0.04%	106
2021 Q1	–	Sell	-2,821	Closed	-$122K	–	1159
2020 Q4	$122K	Buy	+2,821	New	+$125K	0.01%	115