Whittier Trust’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5K | Hold |
280
| – | – | ﹤0.01% | 1045 |
|
|
2025
Q1 | $28.8K | Hold |
280
| – | – | ﹤0.01% | 1036 |
|
|
2024
Q4 | $30.5K | Hold |
280
| – | – | ﹤0.01% | 1022 |
|
|
2024
Q3 | $40.2K | Hold |
280
| – | – | ﹤0.01% | 968 |
|
|
2024
Q2 | $30.8K | Hold |
280
| – | – | ﹤0.01% | 1002 |
|
|
2024
Q1 | $33.8K | Hold |
280
| – | – | ﹤0.01% | 1012 |
|
|
2023
Q4 | $28.9K | Sell |
280
-148
| -35% | -$15.3K | ﹤0.01% | 1022 |
|
|
2023
Q3 | $31.7K | Buy |
428
+33
| +8% | +$2.44K | ﹤0.01% | 1019 |
|
|
2023
Q2 | $30.7K | Buy |
395
+115
| +41% | +$8.93K | ﹤0.01% | 1032 |
|
|
2023
Q1 | $16.3K | Hold |
280
| – | – | ﹤0.01% | 1200 |
|
|
2022
Q4 | $12.7K | Sell |
280
-117
| -29% | -$5.33K | ﹤0.01% | 1247 |
|
|
2022
Q3 | $15K | Hold |
397
| – | – | ﹤0.01% | 1264 |
|
|
2022
Q2 | $16K | Hold |
397
| – | – | ﹤0.01% | 1229 |
|
|
2022
Q1 | $17K | Buy |
397
+117
| +42% | +$5.01K | ﹤0.01% | 1244 |
|
|
2021
Q4 | $16K | Hold |
280
| – | – | ﹤0.01% | 1232 |
|
|
2021
Q3 | $13K | Hold |
280
| – | – | ﹤0.01% | 1214 |
|
|
2021
Q2 | $15K | Hold |
280
| – | – | ﹤0.01% | 1207 |
|
|
2021
Q1 | $15K | Sell |
280
-192
| -41% | -$10.3K | ﹤0.01% | 1182 |
|
|
2020
Q4 | $20K | Hold |
472
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q3 | $22K | Hold |
472
| – | – | ﹤0.01% | 986 |
|
|
2020
Q2 | $17K | Hold |
472
| – | – | ﹤0.01% | 992 |
|
|
2020
Q1 | $10K | Sell |
472
-78
| -14% | -$1.65K | ﹤0.01% | 1111 |
|
|
2019
Q4 | $21K | Buy |
+550
| New | +$21K | ﹤0.01% | 1018 |
|