West Paces Advisors’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 |
-53
| Closed | -$5.45K | – | 464 |
|
|
2025
Q1 | $5.45K | Hold |
53
| – | – | ﹤0.01% | 381 |
|
|
2024
Q4 | $5.77K | Hold |
53
| – | – | ﹤0.01% | 378 |
|
|
2024
Q3 | $7.61K | Hold |
53
| – | – | ﹤0.01% | 366 |
|
|
2024
Q2 | $5.83K | Hold |
53
| – | – | ﹤0.01% | 385 |
|
|
2024
Q1 | $6.39K | Sell |
53
-6
| -10% | -$644 | ﹤0.01% | 390 |
|
|
2023
Q4 | $6.09K | Buy |
59
+6
| +11% | +$510 | ﹤0.01% | 399 |
|
|
2023
Q3 | $3.92K | Hold |
53
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $4.12K | Hold |
53
| – | – | ﹤0.01% | 429 |
|
|
2023
Q1 | $3.09K | Hold |
53
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $2.41K | Hold |
53
| – | – | ﹤0.01% | 429 |
|
|
2022
Q3 | $1.99K | Hold |
53
| – | – | ﹤0.01% | 437 |
|
|
2022
Q2 | $2.1K | Hold |
53
| – | – | ﹤0.01% | 491 |
|
|
2022
Q1 | $2.22K | Buy |
+53
| New | +$2.63K | ﹤0.01% | 479 |
|
|
2021
Q4 | – | Sell |
-24
| Closed | -$1.23K | – | 623 |
|
|
2021
Q3 | $1.1K | Sell |
24
-100
| -81% | -$5.2K | ﹤0.01% | 554 |
|
|
2021
Q2 | $6.77K | Buy |
124
+24
| +24% | +$1.34K | ﹤0.01% | 403 |
|
|
2021
Q1 | $5.24K | Hold |
100
| – | – | ﹤0.01% | 388 |
|
|
2020
Q4 | $4.31K | Sell |
100
-57
| -36% | -$2.52K | ﹤0.01% | 375 |
|
|
2020
Q3 | $7.27K | Hold |
157
| – | – | ﹤0.01% | 331 |
|
|
2020
Q2 | $5.34K | Hold |
157
| – | – | ﹤0.01% | 360 |
|
|
2020
Q1 | $3.5K | Hold |
157
| – | – | ﹤0.01% | 390 |
|
|
2019
Q4 | $6.09K | Hold |
157
| – | – | ﹤0.01% | 391 |
|
|
2019
Q3 | $5.74K | Hold |
157
| – | – | ﹤0.01% | 374 |
|
|
2019
Q2 | $4.96K | Hold |
157
| – | – | ﹤0.01% | 379 |
|
|
2019
Q1 | $4.39K | Hold |
157
| – | – | ﹤0.01% | 390 |
|
|
2018
Q4 | $4.08K | Hold |
157
| – | – | ﹤0.01% | 396 |
|
|
2018
Q3 | $3.89K | Hold |
157
| – | – | ﹤0.01% | 406 |
|
|
2018
Q2 | $4.51K | Buy |
+157
| New | +$4.72K | ﹤0.01% | 396 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 519 |
|
|
2017
Q1 | – | Sell |
-65
| Closed | -$1.4K | – | 533 |
|
|
2016
Q4 | $1.2K | Buy |
+65
| New | +$1.23K | ﹤0.01% | 515 |
|
Other funds holding PHM
GA
