Vest Financial’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Buy |
365,317
+52,594
| +17% | +$5.55M | 0.55% | 97 |
|
|
2025
Q1 | $32.1M | Buy |
312,723
+290,564
| +1,311% | +$29.9M | 0.5% | 96 |
|
|
2024
Q4 | $2.41M | Buy |
22,159
+11,682
| +112% | +$1.27M | 0.04% | 182 |
|
|
2024
Q3 | $1.5M | Buy |
10,477
+458
| +5% | +$65.7K | 0.03% | 168 |
|
|
2024
Q2 | $1.1M | Buy |
10,019
+2,402
| +32% | +$264K | 0.03% | 169 |
|
|
2024
Q1 | $919K | Buy |
7,617
+5,324
| +232% | +$642K | 0.02% | 139 |
|
|
2023
Q4 | $237K | Buy |
+2,293
| New | +$237K | 0.01% | 183 |
|
|
2023
Q1 | – | Sell |
-8,193
| Closed | -$373K | – | 125 |
|
|
2022
Q4 | $373K | Buy |
+8,193
| New | +$373K | 0.06% | 99 |
|