VIA
Virtus Investment Advisers’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,261
| Closed | -$612K | – | 395 |
|
|
2024
Q3 | $612K | Sell |
4,261
-2,062
| -33% | -$296K | 0.48% | 54 |
|
|
2024
Q2 | $696K | Sell |
6,323
-1,291
| -17% | -$142K | 0.59% | 48 |
|
|
2024
Q1 | $918K | Sell |
7,614
-572
| -7% | -$69K | 0.66% | 38 |
|
|
2023
Q4 | $845K | Buy |
8,186
+2,260
| +38% | +$233K | 0.63% | 37 |
|
|
2023
Q3 | $439K | Sell |
5,926
-693
| -10% | -$51.3K | 0.3% | 90 |
|
|
2023
Q2 | $514K | Buy |
+6,619
| New | +$514K | 0.35% | 85 |
|
|
2018
Q1 | – | Sell |
-68,904
| Closed | -$2.29M | – | 333 |
|
|
2017
Q4 | $2.29M | Buy |
68,904
+62,877
| +1,043% | +$2.09M | 0.25% | 129 |
|
|
2017
Q3 | $165K | Sell |
6,027
-617
| -9% | -$16.9K | 0.02% | 431 |
|
|
2017
Q2 | $163K | Sell |
6,644
-889
| -12% | -$21.8K | 0.02% | 443 |
|
|
2017
Q1 | $177K | Sell |
7,533
-1,490
| -17% | -$35K | 0.02% | 416 |
|
|
2016
Q4 | $166K | Sell |
9,023
-150,037
| -94% | -$2.76M | 0.01% | 441 |
|
|
2016
Q3 | $3.19M | Buy |
+159,060
| New | +$3.19M | 0.2% | 162 |
|