180 Wealth Advisors’s Pultegroup PHM Stock Holding History

180 Wealth Advisors’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-26,420	Closed	-$2.88M	–	438
2024 Q4	$2.88M	Buy	26,420 +1,554	+6%	+$202K	0.45%	51
2024 Q3	$3.57M	Buy	24,866 +1,684	+7%	+$214K	0.56%	41
2024 Q2	$2.64M	Buy	23,182 +19,677	+561%	+$2.23M	0.43%	60
2024 Q1	$423K	Buy	3,505 +1,301	+59%	+$140K	0.08%	231
2023 Q4	$224K	Buy	+2,204	New	+$187K	0.04%	331
2018 Q3	–	Sell	-29,886	Closed	-$859K	–	264
2018 Q2	$859K	Buy	29,886 +119	+0.4%	+$3.58K	0.43%	68
2018 Q1	$878K	Sell	29,767 -403	-1%	-$12.5K	0.46%	72
2017 Q4	$1M	Buy	+30,170	New	+$937K	0.51%	59

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

180 Wealth Advisors's PHM Position: Q1 2025 in Review

180 Wealth Advisors sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 26,420 shares — an estimated $2.88M sold.

180 Wealth Advisors first reported a position in PHM in Q4 2017 and held it in 8 quarters. The position peaked at $3.57M in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

180 Wealth Advisors reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
180 Wealth Advisors sold 26,420 Pultegroup shares in Q1 2025, an estimated $2.88M.
180 Wealth Advisors first reported a position in Pultegroup in Q4 2017 and held it in 8 quarters.
180 Wealth Advisors's Pultegroup position peaked at $3.57M in Q3 2024.
962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on 180 Wealth Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.