Waterloo Capital’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
3,218
+493
| +18% | +$52K | 0.03% | 332 |
|
|
2025
Q1 | $280K | Buy |
2,725
+113
| +4% | +$11.6K | 0.03% | 329 |
|
|
2024
Q4 | $284K | Sell |
2,612
-17
| -0.6% | -$1.85K | 0.03% | 301 |
|
|
2024
Q3 | $377K | Buy |
2,629
+272
| +12% | +$39K | 0.04% | 279 |
|
|
2024
Q2 | $260K | Sell |
2,357
-223
| -9% | -$24.6K | 0.03% | 304 |
|
|
2024
Q1 | $311K | Sell |
2,580
-282
| -10% | -$34K | 0.04% | 288 |
|
|
2023
Q4 | $295K | Buy |
+2,862
| New | +$295K | 0.05% | 297 |
|