West Oak 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 | $90 | Hold |
85
| – | – | ﹤0.01% | 248 |
|
|
2025
Q1 | $87 | Hold |
85
| – | – | ﹤0.01% | 249 |
|
|
2024
Q4 | $93K | Hold |
85
| – | – | ﹤0.01% | 248 |
|
|
2024
Q3 | $122 | Sell |
85
-40
| -32% | -$57 | ﹤0.01% | 239 |
|
|
2024
Q2 | $13.8K | Hold |
125
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $15K | Hold |
125
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $13K | Hold |
125
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $9K | Hold |
125
| – | – | ﹤0.01% | 249 |
|
|
2023
Q2 | $9.71K | Hold |
125
| – | – | ﹤0.01% | 248 |
|
|
2023
Q1 | $7.29K | Hold |
125
| – | – | ﹤0.01% | 258 |
|
|
2022
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 235 |
|
|
2022
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 277 |
|
|
2022
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 274 |
|
|
2022
Q1 | $5K | Hold |
125
| – | – | ﹤0.01% | 300 |
|
|
2021
Q4 | $7K | Hold |
125
| – | – | ﹤0.01% | 291 |
|
|
2021
Q3 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 303 |
|