Virtus Family Office’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
12,131
-4,519
| -27% | -$478K | 1.64% | 26 |
|
|
2025
Q1 | $1.72M | Sell |
16,650
-125
| -0.7% | -$12.9K | 2.2% | 20 |
|
|
2024
Q4 | $1.83M | Buy |
16,775
+1,225
| +8% | +$134K | 2.29% | 21 |
|
|
2024
Q3 | $2.24M | Sell |
15,550
-135
| -0.9% | -$19.4K | 2.95% | 12 |
|
|
2024
Q2 | $1.73M | Sell |
15,685
-3,366
| -18% | -$371K | 2.36% | 22 |
|
|
2024
Q1 | $2.3M | Sell |
19,051
-55
| -0.3% | -$6.65K | 3.67% | 11 |
|
|
2023
Q4 | $1.98M | Sell |
19,106
-3,599
| -16% | -$372K | 3.31% | 12 |
|
|
2023
Q3 | $1.68M | Sell |
22,705
-78
| -0.3% | -$5.79K | 3.06% | 11 |
|
|
2023
Q2 | $1.77M | Sell |
22,783
-5,817
| -20% | -$453K | 3.29% | 12 |
|
|
2023
Q1 | $1.67M | Sell |
28,600
-254
| -0.9% | -$14.8K | 3.3% | 9 |
|
|
2022
Q4 | $1.32M | Buy |
28,854
+6,172
| +27% | +$282K | 2.94% | 14 |
|
|
2022
Q3 | $851K | Buy |
+22,682
| New | +$851K | 2.18% | 20 |
|