180 Wealth Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,420
| Closed | -$2.88M | – | 438 |
|
|
2024
Q4 | $2.88M | Buy |
26,420
+1,554
| +6% | +$169K | 0.45% | 51 |
|
|
2024
Q3 | $3.57M | Buy |
24,866
+1,684
| +7% | +$242K | 0.56% | 41 |
|
|
2024
Q2 | $2.64M | Buy |
23,182
+19,677
| +561% | +$2.24M | 0.43% | 60 |
|
|
2024
Q1 | $423K | Buy |
3,505
+1,301
| +59% | +$157K | 0.08% | 231 |
|
|
2023
Q4 | $224K | Buy |
+2,204
| New | +$224K | 0.04% | 331 |
|
|
2018
Q3 | – | Sell |
-29,886
| Closed | -$859K | – | 264 |
|
|
2018
Q2 | $859K | Buy |
29,886
+119
| +0.4% | +$3.42K | 0.43% | 68 |
|
|
2018
Q1 | $878K | Sell |
29,767
-403
| -1% | -$11.9K | 0.46% | 72 |
|
|
2017
Q4 | $1M | Buy |
+30,170
| New | +$1M | 0.51% | 59 |
|