1WM
1858 Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
2,837
-82
| -3% | -$8.65K | 0.22% | 81 |
|
|
2025
Q1 | $300K | Buy |
2,919
+570
| +24% | +$58.6K | 0.25% | 75 |
|
|
2024
Q4 | $256K | Buy |
2,349
+112
| +5% | +$12.2K | 0.2% | 101 |
|
|
2024
Q3 | $321K | Sell |
2,237
-445
| -17% | -$63.9K | 0.26% | 79 |
|
|
2024
Q2 | $295K | Sell |
2,682
-487
| -15% | -$53.6K | 0.25% | 77 |
|
|
2024
Q1 | $327K | Hold |
3,169
| – | – | 0.31% | 79 |
|
|
2023
Q4 | $327K | Buy |
+3,169
| New | +$327K | 0.31% | 79 |
|