Wright Investors Service’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Sell
17,030
-35
-0.2% -$3.69K 0.54% 48
2025
Q1
$1.75M Sell
17,065
-6,865
-29% -$706K 0.58% 47
2024
Q4
$2.61M Sell
23,930
-7,650
-24% -$833K 0.85% 33
2024
Q3
$4.53M Buy
31,580
+4,685
+17% +$672K 1.19% 25
2024
Q2
$2.96M Buy
26,895
+840
+3% +$92.5K 0.78% 36
2024
Q1
$3.14M Sell
26,055
-4,725
-15% -$570K 0.8% 39
2023
Q4
$3.18M Sell
30,780
-2,204
-7% -$227K 0.89% 38
2023
Q3
$2.44M Sell
32,984
-11,728
-26% -$868K 0.71% 47
2023
Q2
$3.47M Buy
44,712
+910
+2% +$70.7K 0.98% 30
2023
Q1
$2.55M Buy
43,802
+14,186
+48% +$827K 0.73% 49
2022
Q4
$1.35M Sell
29,616
-1,933
-6% -$88K 0.39% 87
2022
Q3
$1.18M Buy
31,549
+1,997
+7% +$74.9K 0.37% 87
2022
Q2
$1.17M Buy
29,552
+1,561
+6% +$61.9K 0.33% 90
2022
Q1
$1.17M Buy
+27,991
New +$1.17M 0.29% 92
2020
Q2
Sell
-22,453
Closed -$501K 152
2020
Q1
$501K Buy
+22,453
New +$501K 0.22% 100