Institute For Wealth Management, Llc. Pultegroup Inc Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Pultegroup Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,275 shares of PHM stock, worth $1.19 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,275

Previous 10,377 0.98%

Holding current value

$1.19 Million

Previous $1.49 Million 24.92%

% of portfolio

0.14%

Previous 0.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$108.86 - $149.04 $11,103 - $15,202	-102 Reduced 0.98%	10,275 $1.12 Million
Q3 2024 Nov 12, 2024	SELL	$103.95 - $144.98 $10,187 - $14,208	-98 Reduced 0.94%	10,377 $1.49 Million
Q2 2024 Jul 25, 2024	SELL	$105.43 - $122.07 $2,635 - $3,051	-25 Reduced 0.24%	10,475 $1.15 Million
Q3 2023 Oct 13, 2023	SELL	$73.2 - $86.01 $1,024 - $1,204	-14 Reduced 0.13%	10,500 $777,000
Q2 2023 Jul 25, 2023	SELL	$57.84 - $78.67 $4,338 - $5,900	-75 Reduced 0.71%	10,514 $816,000
Q4 2022 Feb 02, 2023	SELL	$36.59 - $47.05 $7,318 - $9,410	-200 Reduced 1.85%	10,589 $481,000
Q3 2022 Oct 18, 2022	SELL	$37.5 - $45.91 $1,875 - $2,295	-50 Reduced 0.46%	10,789 $405,000
Q1 2022 Apr 29, 2022	SELL	$41.9 - $57.09 $4,273 - $5,823	-102 Reduced 0.93%	10,839 $454,000
Q3 2020 Nov 03, 2020	BUY	$32.88 - $47.62 $460 - $666	14 Added 0.13%	10,941 $506,000
Q1 2020 Apr 29, 2020	SELL	$17.74 - $46.98 $2,856 - $7,563	-161 Reduced 1.45%	10,927 $244,000
Q4 2019 Feb 27, 2020	BUY	$36.17 - $41.03 $385,499 - $437,297	10,658 Added 2478.6%	11,088 $430,000
Q4 2019 Jan 27, 2020	SELL	$36.17 - $41.03 $385,101 - $436,846	-10,647 Reduced 96.12%	430 $430,000
Q1 2019 May 15, 2019	BUY	$25.8 - $28.95 $285,786 - $320,679	11,077 New	11,077 $310,000
Q4 2018 Feb 08, 2019	SELL	$20.88 - $26.82 $231,287 - $297,085	-11,077 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$28.07 - $35.15 $4,210 - $5,272	-150 Reduced 1.34%	11,077 $335,000
Q4 2017 Feb 12, 2018	SELL	$26.85 - $34.44 $18,795 - $24,108	-700 Reduced 5.87%	11,227 $373,000
Q3 2017 Nov 14, 2017	SELL	$24.42 - $27.33 $2,442 - $2,733	-100 Reduced 0.83%	11,927 $324,000
Q2 2017 Aug 14, 2017	BUY	N/A	12,027	12,027 $292,000

Others Institutions Holding PHM

# of Institutions

1,087

Shares Held

185M

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 $26.4B
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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Institute For Wealth Management, Llc. Pultegroup Inc Transaction History