Pulte shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Pulte (PHM) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Pulte
Tip: Access up to 7 years of quarterly data
All positions including Pulte held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pulte by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 34k | 132.31 |
| 2025-06-30 | $3.6M | 34k | 105.64 |
| 2025-03-31 | $3.5M | 34k | 102.98 |
| 2024-12-31 | $4.0M | 37k | 109.08 |
| 2024-09-30 | $5.2M | 37k | 143.69 |
| 2024-06-30 | $3.9M | 35k | 110.26 |
| 2024-03-31 | $4.3M | 35k | 120.78 |
| 2023-12-31 | $3.7M | 36k | 103.38 |
| 2023-09-30 | $2.5M | 34k | 74.19 |
| 2023-06-30 | $3.1M | 40k | 77.82 |
| 2023-03-31 | $2.3M | 40k | 58.42 |
| 2022-12-31 | $2.0M | 43k | 45.68 |
| 2022-09-30 | $2.3M | 60k | 37.63 |
| 2022-06-30 | $2.6M | 65k | 39.79 |
| 2022-03-31 | $7.4M | 177k | 41.90 |
| 2021-12-31 | $11M | 184k | 57.16 |
| 2021-09-30 | $8.1M | 177k | 45.92 |
| 2021-06-30 | $8.3M | 152k | 54.57 |
| 2021-03-31 | $5.8M | 110k | 52.44 |
| 2020-12-31 | $2.2M | 52k | 43.12 |
| 2018-06-30 | $292k | 10k | 28.74 |
| 2018-03-31 | $300k | 10k | 29.53 |
| 2017-12-31 | $5.0M | 149k | 33.25 |
| 2017-09-30 | $1.8M | 68k | 27.33 |
| 2017-06-30 | $2.1M | 84k | 24.54 |
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