Westside Investment Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.19K | Hold |
67
| – | – | ﹤0.01% | 1138 |
|
|
2026
Q1 | $7.86K | Hold |
67
| – | – | ﹤0.01% | 1167 |
|
|
2025
Q4 | $7.98K | Hold |
67
| – | – | ﹤0.01% | 1141 |
|
|
2025
Q3 | $9.01K | Sell |
67
-150
| -69% | -$18.6K | ﹤0.01% | 1131 |
|
|
2025
Q2 | $23.2K | Buy |
217
+67
| +45% | +$6.75K | ﹤0.01% | 634 |
|
|
2025
Q1 | $15.4K | Hold |
150
| – | – | ﹤0.01% | 614 |
|
|
2024
Q4 | $16.3K | Hold |
150
| – | – | ﹤0.01% | 601 |
|
|
2024
Q3 | $21.5K | Hold |
150
| – | – | ﹤0.01% | 562 |
|
|
2024
Q2 | $16.5K | Hold |
150
| – | – | ﹤0.01% | 584 |
|
|
2024
Q1 | $18.1K | Buy |
+150
| New | +$16.1K | ﹤0.01% | 540 |
|
|
2023
Q3 | – | Sell |
-168
| Closed | -$13.1K | – | 852 |
|
|
2023
Q2 | $13.1K | Buy |
168
+1
| +0.6% | +$68 | ﹤0.01% | 547 |
|
|
2023
Q1 | $9.78K | Hold |
167
| – | – | ﹤0.01% | 595 |
|
|
2022
Q4 | $7 | Buy |
167
+1
| +0.6% | +$42 | ﹤0.01% | 654 |
|
|
2022
Q3 | $6 | Hold |
166
| – | – | ﹤0.01% | 671 |
|
|
2022
Q2 | $6 | Buy |
166
+1
| +0.6% | +$42 | ﹤0.01% | 663 |
|
|
2022
Q1 | $6 | Hold |
165
| – | – | ﹤0.01% | 667 |
|
|
2021
Q4 | $9 | Buy |
165
+1
| +0.6% | +$51 | ﹤0.01% | 607 |
|
|
2021
Q3 | $7 | Hold |
164
| – | – | ﹤0.01% | 620 |
|
|
2021
Q2 | $8 | Buy |
164
+1
| +0.6% | +$56 | ﹤0.01% | 601 |
|
|
2021
Q1 | $8 | Hold |
163
| – | – | ﹤0.01% | 586 |
|
|
2020
Q4 | $7 | Buy |
163
+1
| +0.6% | +$44 | ﹤0.01% | 530 |
|
|
2020
Q3 | $7 | Hold |
162
| – | – | ﹤0.01% | 523 |
|
|
2020
Q2 | $5 | Buy |
162
+1
| +0.6% | +$30 | ﹤0.01% | 539 |
|
|
2020
Q1 | $3 | Buy |
+161
| New | +$6.22K | ﹤0.01% | 573 |
|
|
2019
Q2 | $5K | Buy |
+159
| New | +$4.96K | ﹤0.01% | 547 |
|
|
2018
Q4 | $4.12K | Buy |
158
+2
| +1% | +$49 | ﹤0.01% | 573 |
|
|
2018
Q3 | $3.87K | Sell |
156
-1
| -0.6% | -$28 | ﹤0.01% | 620 |
|
|
2018
Q2 | $4.54K | Buy |
157
+1
| +0.6% | +$30 | ﹤0.01% | 690 |
|
|
2018
Q1 | $4.48K | Hold |
156
| – | – | ﹤0.01% | 680 |
|
|
2017
Q4 | $5.4K | Hold |
156
| – | – | ﹤0.01% | 674 |
|
|
2017
Q3 | $4.25K | Buy |
156
+1
| +0.6% | +$25 | ﹤0.01% | 692 |
|
|
2017
Q2 | $3.91K | Buy |
155
+79
| +104% | +$1.84K | ﹤0.01% | 694 |
|
|
2017
Q1 | $1.75K | Buy |
76
+1
| +1% | +$22 | ﹤0.01% | 718 |
|
|
2016
Q4 | $1.41K | Buy |
+75
| New | +$1.42K | ﹤0.01% | 599 |
|
Other funds holding PHM
GA
Westside Investment Management's PHM Position: Q2 2026 in Review
Westside Investment Management held its Pultegroup (PHM) position steady in Q2 2026 at 67 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.
Westside Investment Management first reported a position in PHM in Q4 2016 and has held it in 34 quarters since. The position peaked at $23.2K in Q2 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Westside Investment Management held 67 shares of Pultegroup worth $9.19K as of Q2 2026.
- Westside Investment Management left its Pultegroup share count unchanged in Q2 2026.
- Pultegroup made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1138 holding.
- Westside Investment Management first reported a position in Pultegroup in Q4 2016 and has held it in 34 quarters since.
- Westside Investment Management's Pultegroup position peaked at $23.2K in Q2 2025.
- 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.