Vontobel Holding’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.5M | Buy |
251,214
+57,356
| +30% | +$7.35M | 0.1% | 168 |
|
|
2025
Q4 | $22.7M | Sell |
193,858
-48,306
| -20% | -$5.92M | 0.07% | 206 |
|
|
2025
Q3 | $32M | Buy |
242,164
+107,823
| +80% | +$13.4M | 0.1% | 151 |
|
|
2025
Q2 | $14.2M | Buy |
134,341
+13,003
| +11% | +$1.31M | 0.05% | 212 |
|
|
2025
Q1 | $12.5M | Buy |
121,338
+8,546
| +8% | +$923K | 0.05% | 199 |
|
|
2024
Q4 | $12.3M | Sell |
112,792
-2,590
| -2% | -$336K | 0.04% | 200 |
|
|
2024
Q3 | $16.6M | Buy |
115,382
+65,546
| +132% | +$8.33M | 0.05% | 185 |
|
|
2024
Q2 | $5.49M | Sell |
49,836
-23,561
| -32% | -$2.68M | 0.02% | 290 |
|
|
2024
Q1 | $8.85M | Sell |
73,397
-5,307
| -7% | -$569K | 0.07% | 217 |
|
|
2023
Q4 | $8.12M | Sell |
78,704
-19,090
| -20% | -$1.62M | 0.07% | 228 |
|
|
2023
Q3 | $7.24M | Sell |
97,794
-11,903
| -11% | -$949K | 0.07% | 241 |
|
|
2023
Q2 | $8.52M | Sell |
109,697
-19,463
| -15% | -$1.32M | 0.07% | 224 |
|
|
2023
Q1 | $7.53M | Sell |
129,160
-33,299
| -20% | -$1.8M | 0.07% | 239 |
|
|
2022
Q4 | $7.29M | Sell |
162,459
-15,099
| -9% | -$636K | 0.07% | 234 |
|
|
2022
Q3 | $6.77M | Sell |
177,558
-64,035
| -27% | -$2.69M | 0.08% | 225 |
|
|
2022
Q2 | $9.56M | Sell |
241,593
-18,118
| -7% | -$763K | 0.1% | 174 |
|
|
2022
Q1 | $11.5M | Sell |
259,711
-442
| -0.2% | -$21.9K | 0.1% | 174 |
|
|
2021
Q4 | $14.7M | Buy |
260,153
+32,639
| +14% | +$1.67M | 0.12% | 147 |
|
|
2021
Q3 | $10.4M | Buy |
227,514
+63,115
| +38% | +$3.28M | 0.09% | 173 |
|
|
2021
Q2 | $9.13M | Sell |
164,399
-1,808
| -1% | -$101K | 0.08% | 191 |
|
|
2021
Q1 | $8.72M | Buy |
166,207
+37,947
| +30% | +$1.77M | 0.06% | 175 |
|
|
2020
Q4 | $6.32M | Buy |
+128,260
| New | +$5.68M | 0.05% | 237 |
|
Other funds holding PHM
VCM
VPM
GA
