Liberty Wealth Management LLC Pultegroup Inc Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Pultegroup Inc stock. As of the latest transaction made, Liberty Wealth Management LLC holds 5,519 shares of PHM stock, worth $600,798. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,519

Previous 5,528 0.16%

Holding current value

$600,798

Previous $609,000 29.89%

% of portfolio

0.14%

Previous 0.11%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$103.95 - $144.98 $935 - $1,304	-9 Reduced 0.16%	5,519 $791,000
Q2 2024 Aug 06, 2024	BUY	$105.43 - $122.07 $3,057 - $3,540	29 Added 0.53%	5,528 $609,000
Q1 2024 May 02, 2024	BUY	$100.31 - $120.62 $1,003 - $1,206	10 Added 0.18%	5,499 $663,000
Q4 2023 Feb 08, 2024	BUY	$69.65 - $104.88 $835 - $1,258	12 Added 0.22%	5,489 $566,000
Q3 2023 Nov 13, 2023	BUY	$73.2 - $86.01 $805 - $946	11 Added 0.2%	5,477 $406,000
Q2 2023 Aug 10, 2023	SELL	$57.84 - $78.67 $1,388 - $1,888	-24 Reduced 0.44%	5,466 $424,000
Q1 2023 May 03, 2023	BUY	$46.21 - $60.27 $3,696 - $4,821	80 Added 1.48%	5,490 $319,000
Q3 2022 Nov 15, 2022	BUY	$37.5 - $45.91 $787 - $964	21 Added 0.39%	5,410 $202,000
Q2 2022 Aug 15, 2022	BUY	$36.25 - $45.86 $145 - $183	4 Added 0.07%	5,389 $213,000
Q1 2022 May 09, 2022	BUY	$41.9 - $57.09 $586 - $799	14 Added 0.26%	5,385 $225,000
Q4 2021 Feb 15, 2022	SELL	$46.13 - $57.65 $284,668 - $355,758	-6,171 Reduced 53.47%	5,371 $307,000
Q3 2021 Nov 15, 2021	BUY	$45.92 - $55.82 $2,755 - $3,349	60 Added 0.52%	11,542 $531,000
Q2 2021 Aug 13, 2021	SELL	$52.51 - $62.35 $32.3 Million - $38.4 Million	-615,095 Reduced 98.17%	11,482 $627,000
Q2 2021 Aug 13, 2021	BUY	$52.51 - $62.35 $32.3 Million - $38.4 Million	615,126 Added 5371.81%	626,577 $11.5 Million
Q4 2020 Feb 09, 2021	BUY	$40.64 - $49.48 $3,942 - $4,799	97 Added 0.85%	11,451 $512,000
Q3 2020 Nov 05, 2020	BUY	$32.88 - $47.62 $1,315 - $1,904	40 Added 0.35%	11,354 $526,000
Q2 2020 Aug 04, 2020	BUY	$18.92 - $36.72 $1,210 - $2,350	64 Added 0.57%	11,314 $385,000
Q1 2020 Apr 27, 2020	SELL	$17.74 - $46.98 $6,102 - $16,161	-344 Reduced 2.97%	11,250 $251,000
Q4 2019 Feb 05, 2020	BUY	$36.17 - $41.03 $1,229 - $1,395	34 Added 0.29%	11,594 $450,000
Q3 2019 Oct 30, 2019	BUY	$30.69 - $36.55 $12,828 - $15,277	418 Added 3.75%	11,560 $423,000
Q2 2019 Jul 30, 2019	SELL	$27.77 - $32.9 $11,274 - $13,357	-406 Reduced 3.52%	11,142 $352,000
Q1 2019 Apr 18, 2019	SELL	$25.8 - $28.95 $20,588 - $23,102	-798 Reduced 6.46%	11,548 $322,000
Q4 2018 Mar 26, 2019	BUY	$20.88 - $26.82 $257,784 - $331,119	12,346 New	12,346 $320,000

Others Institutions Holding PHM

# of Institutions

1,102

Shares Held

186M

Call Options Held

2.35M

Put Options Held

2.93M

View Full List

About PULTEGROUP INC

Ticker PHM
Exchange NYSE
Sector Consumer Cyclical
Industry Residential Construction
Shares Outstandng 227,820,000
Market Cap $24.8B
Description
PulteGroup, Inc., through its subsidiaries, primarily engages in the homebuilding business in the United States. It acquires and develops land primarily for residential purposes; and constructs housing on such land. The company also offers various home designs, including single-family detached, townhomes, condominiums, and duplexes under the Cen...

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Liberty Wealth Management LLC Pultegroup Inc Transaction History