YMRC
Yorktown Management & Research Company’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Hold |
4,000
| – | – | 0.4% | 104 |
|
|
2025
Q1 | $411K | Hold |
4,000
| – | – | 0.45% | 89 |
|
|
2024
Q4 | $436K | Hold |
4,000
| – | – | 0.42% | 105 |
|
|
2024
Q3 | $574K | Hold |
4,000
| – | – | 0.59% | 59 |
|
|
2024
Q2 | $440K | Hold |
4,000
| – | – | 0.47% | 80 |
|
|
2024
Q1 | $482K | Hold |
4,000
| – | – | 0.46% | 70 |
|
|
2023
Q4 | $413K | Hold |
4,000
| – | – | 0.43% | 89 |
|
|
2023
Q3 | $296K | Sell |
4,000
-5,100
| -56% | -$378K | 0.33% | 150 |
|
|
2023
Q2 | $707K | Hold |
9,100
| – | – | 0.76% | 25 |
|
|
2023
Q1 | $530K | Hold |
9,100
| – | – | 0.57% | 55 |
|
|
2022
Q4 | $414K | Hold |
9,100
| – | – | 0.51% | 80 |
|
|
2022
Q3 | $341K | Hold |
9,100
| – | – | 0.44% | 87 |
|
|
2022
Q2 | $361K | Hold |
9,100
| – | – | 0.47% | 95 |
|
|
2022
Q1 | $381K | Hold |
9,100
| – | – | 0.32% | 127 |
|
|
2021
Q4 | $520K | Hold |
9,100
| – | – | 0.35% | 117 |
|
|
2021
Q3 | $418K | Hold |
9,100
| – | – | 0.31% | 131 |
|
|
2021
Q2 | $497K | Sell |
9,100
-6,300
| -41% | -$344K | 0.39% | 95 |
|
|
2021
Q1 | $808K | Hold |
15,400
| – | – | 0.67% | 32 |
|
|
2020
Q4 | $664K | Hold |
15,400
| – | – | 0.6% | 37 |
|
|
2020
Q3 | $713K | Hold |
15,400
| – | – | 0.67% | 23 |
|
|
2020
Q2 | $524K | Buy |
+15,400
| New | +$524K | 0.47% | 41 |
|