1WA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return