West Oak Capital’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $112 | Hold |
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|
2025
Q2 | $90 | Hold |
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|
2025
Q1 | $87 | Hold |
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|
2024
Q4 | $93K | Hold |
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|
2024
Q3 | $122 | Sell |
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|
2024
Q2 | $13.8K | Hold |
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|
2024
Q1 | $15K | Hold |
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|
2023
Q4 | $13K | Hold |
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|
2023
Q3 | $9K | Hold |
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|
2023
Q2 | $9.71K | Hold |
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|
2023
Q1 | $7.29K | Hold |
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|
2022
Q4 | $6K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $6K | Buy |
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