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Vest Financial, LLC → PHM

Vest Financial, LLC PHM Position History

PulteGroup, Inc. • Consumer Cyclical

Quarters held
10
Latest value
$339K
Q3 2026
Peak value
$59.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$53.8M
Q3 2025$1.1M
Q4 2025$825K
Q4 2025$53.7M
Q1 2026$796K
Q1 2026$59.6M
Q2 2026$620K
Q2 2026$52.1M
Q3 2026$32.7M
Q3 2026$339K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$339K2.9K——
Q3 2026$32.7M281.4K——
Q2 2026$52.1M379.4K——
Q2 2026$620K4.5K——
Q1 2026$59.6M507.1K——
Q1 2026$796K6.8K——
Q4 2025$53.7M458.1K——
Q4 2025$825K7.0K——
Q3 2025$1.1M8.1K——
Q3 2025$53.8M407.3K——

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