Westover Capital 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 |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $799K | Buy |
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|
2024
Q1 | $743K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $301K | Sell |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $1.82M | Sell |
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|
2018
Q2 | $3.08M | Sell |
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|
2018
Q1 | $3.19M | Buy |
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|
2017
Q4 | $1.6M | Buy |
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|
2017
Q3 | $942K | Buy |
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|
2017
Q2 | $276K | Buy |
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