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
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Quarterly reported holdings in Pulte by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42k | 320 | 132.13 |
| 2025-06-30 | $135k | 1.3k | 105.46 |
| 2025-03-31 | $711k | 6.9k | 102.80 |
| 2024-12-31 | $566k | 5.2k | 108.91 |
| 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 |