Westside Investment Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2K | Buy |
217
+67
| +45% | +$7.16K | ﹤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 | +$18.1K | ﹤0.01% | 540 |
|
|
2023
Q3 | – | Sell |
-168
| Closed | -$13.1K | – | 852 |
|
|
2023
Q2 | $13.1K | Buy |
168
+1
| +0.6% | +$78 | ﹤0.01% | 547 |
|
|
2023
Q1 | $9.78K | Hold |
167
| – | – | ﹤0.01% | 595 |
|
|
2022
Q4 | $7 | Buy |
167
+1
| +0.6% | – | ﹤0.01% | 654 |
|
|
2022
Q3 | $6 | Hold |
166
| – | – | ﹤0.01% | 671 |
|
|
2022
Q2 | $6 | Buy |
166
+1
| +0.6% | – | ﹤0.01% | 663 |
|
|
2022
Q1 | $6 | Hold |
165
| – | – | ﹤0.01% | 667 |
|
|
2021
Q4 | $9 | Buy |
165
+1
| +0.6% | – | ﹤0.01% | 607 |
|
|
2021
Q3 | $7 | Hold |
164
| – | – | ﹤0.01% | 620 |
|
|
2021
Q2 | $8 | Buy |
164
+1
| +0.6% | – | ﹤0.01% | 601 |
|
|
2021
Q1 | $8 | Hold |
163
| – | – | ﹤0.01% | 586 |
|
|
2020
Q4 | $7 | Buy |
163
+1
| +0.6% | – | ﹤0.01% | 530 |
|
|
2020
Q3 | $7 | Hold |
162
| – | – | ﹤0.01% | 523 |
|
|
2020
Q2 | $5 | Buy |
162
+1
| +0.6% | – | ﹤0.01% | 539 |
|
|
2020
Q1 | $3 | Buy |
+161
| New | +$3 | ﹤0.01% | 573 |
|
|
2019
Q2 | $5 | Buy |
+159
| New | +$5 | ﹤0.01% | 553 |
|
|
2018
Q4 | $4.12K | Buy |
158
+2
| +1% | +$52 | ﹤0.01% | 573 |
|
|
2018
Q3 | $3.87K | Sell |
156
-1
| -0.6% | -$25 | ﹤0.01% | 620 |
|
|
2018
Q2 | $4.54K | Buy |
157
+1
| +0.6% | +$29 | ﹤0.01% | 690 |
|
|
2018
Q1 | $4.48K | Hold |
156
| – | – | ﹤0.01% | 677 |
|
|
2017
Q4 | $5.4K | Hold |
156
| – | – | ﹤0.01% | 672 |
|
|
2017
Q3 | $4.25K | Buy |
156
+1
| +0.6% | +$27 | ﹤0.01% | 688 |
|
|
2017
Q2 | $3.91K | Buy |
155
+79
| +104% | +$1.99K | ﹤0.01% | 694 |
|
|
2017
Q1 | $1.75K | Buy |
76
+1
| +1% | +$23 | ﹤0.01% | 718 |
|
|
2016
Q4 | $1.41K | Buy |
+75
| New | +$1.41K | ﹤0.01% | 599 |
|