Westover Capital Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,325
| Closed | -$239K | – | 239 |
|
|
2025
Q1 | $239K | Sell |
2,325
-7,826
| -77% | -$805K | 0.05% | 213 |
|
|
2024
Q4 | $1.11M | Sell |
10,151
-2,521
| -20% | -$275K | 0.24% | 88 |
|
|
2024
Q3 | $1.82M | Buy |
12,672
+5,419
| +75% | +$778K | 0.35% | 63 |
|
|
2024
Q2 | $799K | Buy |
7,253
+1,091
| +18% | +$120K | 0.21% | 100 |
|
|
2024
Q1 | $743K | Buy |
+6,162
| New | +$743K | 0.22% | 90 |
|
|
2020
Q1 | – | Sell |
-7,751
| Closed | -$301K | – | 144 |
|
|
2019
Q4 | $301K | Sell |
7,751
-230
| -3% | -$8.93K | 0.13% | 109 |
|
|
2019
Q3 | $292K | Hold |
7,981
| – | – | 0.14% | 107 |
|
|
2019
Q2 | $252K | Sell |
7,981
-830
| -9% | -$26.2K | 0.12% | 114 |
|
|
2019
Q1 | $246K | Sell |
8,811
-582
| -6% | -$16.2K | 0.13% | 112 |
|
|
2018
Q4 | $244K | Sell |
9,393
-64,168
| -87% | -$1.67M | 0.15% | 95 |
|
|
2018
Q3 | $1.82M | Sell |
73,561
-33,532
| -31% | -$831K | 0.92% | 40 |
|
|
2018
Q2 | $3.08M | Sell |
107,093
-1,117
| -1% | -$32.1K | 1.66% | 20 |
|
|
2018
Q1 | $3.19M | Buy |
108,210
+60,132
| +125% | +$1.77M | 1.74% | 19 |
|
|
2017
Q4 | $1.6M | Buy |
48,078
+13,593
| +39% | +$452K | 0.88% | 44 |
|
|
2017
Q3 | $942K | Buy |
34,485
+23,234
| +207% | +$635K | 0.55% | 54 |
|
|
2017
Q2 | $276K | Buy |
+11,251
| New | +$276K | 0.18% | 94 |
|