Pulte shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Pulte (PHM) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Pulte
Tip: Access up to 7 years of quarterly data
All positions including Pulte held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Pulte by Concord Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $718k | 5.0k | 143.54 |
2024-06-30 | $542k | 4.9k | 110.10 |
2024-03-31 | $584k | 4.8k | 120.61 |
2023-12-31 | $251k | 2.4k | 103.20 |
2023-09-30 | $652k | 8.8k | 74.05 |
2023-06-30 | $475k | 6.1k | 77.68 |
2023-03-31 | $200k | 3.4k | 58.28 |
2022-12-31 | $1.8k | 40 | 45.53 |
2022-06-30 | $999 | 22 | 45.45 |
2022-03-31 | $1.0k | 29 | 34.48 |