WBI Investments’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,806
| Closed | -$2.45M | – | 312 |
|
|
2025
Q1 | $2.45M | Buy |
+23,806
| New | +$2.57M | 0.64% | 43 |
|
|
2024
Q4 | – | Sell |
-5,678
| Closed | -$815K | – | 272 |
|
|
2024
Q3 | $815K | Sell |
5,678
-6,124
| -52% | -$779K | 0.2% | 115 |
|
|
2024
Q2 | $1.3M | Buy |
+11,802
| New | +$1.34M | 0.31% | 84 |
|
|
2023
Q3 | – | Sell |
-10,015
| Closed | -$778K | – | 226 |
|
|
2023
Q2 | $778K | Sell |
10,015
-4,627
| -32% | -$314K | 0.14% | 132 |
|
|
2023
Q1 | $853K | Buy |
+14,642
| New | +$791K | 0.17% | 130 |
|
|
2022
Q1 | – | Sell |
-21,326
| Closed | -$1.14M | – | 224 |
|
|
2021
Q4 | $1.14M | Buy |
+21,326
| New | +$1.09M | 0.18% | 99 |
|
|
2021
Q2 | – | Sell |
-7,477
| Closed | -$392K | – | 227 |
|
|
2021
Q1 | $392K | Buy |
+7,477
| New | +$349K | 0.06% | 157 |
|
|
2020
Q4 | – | Sell |
-148,944
| Closed | -$6.89M | – | 191 |
|
|
2020
Q3 | $6.89M | Buy |
+148,944
| New | +$6.37M | 1.06% | 32 |
|
|
2019
Q4 | – | Sell |
-17,119
| Closed | -$626K | – | 242 |
|
|
2019
Q3 | $626K | Sell |
17,119
-81,049
| -83% | -$2.7M | 0.06% | 148 |
|
|
2019
Q2 | $3.1M | Buy |
98,168
+64,567
| +192% | +$2.01M | 0.27% | 76 |
|
|
2019
Q1 | $939K | Sell |
33,601
-207,696
| -86% | -$5.66M | 0.07% | 180 |
|
|
2018
Q4 | $6.27M | Buy |
+241,297
| New | +$5.97M | 0.71% | 24 |
|
|
2017
Q4 | – | Sell |
-141,924
| Closed | -$3.88M | – | 354 |
|
|
2017
Q3 | $3.88M | Buy |
+141,924
| New | +$3.59M | 0.17% | 92 |
|
Other funds holding PHM
GA
