1900 Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Hold |
8,602
| – | – | 0.07% | 102 |
|
|
2025
Q1 | $884K | Buy |
8,602
+2
| +0% | +$206 | 0.07% | 101 |
|
|
2024
Q4 | $937K | Hold |
8,600
| – | – | 0.08% | 100 |
|
|
2024
Q3 | $1.23M | Hold |
8,600
| – | – | 0.11% | 85 |
|
|
2024
Q2 | $947K | Hold |
8,600
| – | – | 0.09% | 99 |
|
|
2024
Q1 | $1.04M | Sell |
8,600
-2,760
| -24% | -$333K | 0.09% | 108 |
|
|
2023
Q4 | $1.17M | Sell |
11,360
-886
| -7% | -$91.5K | 0.11% | 127 |
|
|
2023
Q3 | $907K | Buy |
12,246
+3,646
| +42% | +$270K | 0.09% | 143 |
|
|
2023
Q2 | $668K | Hold |
8,600
| – | – | 0.07% | 139 |
|
|
2023
Q1 | $392K | Hold |
8,600
| – | – | 0.04% | 175 |
|
|
2022
Q4 | $392K | Hold |
8,600
| – | – | 0.04% | 175 |
|
|
2022
Q3 | $322K | Hold |
8,600
| – | – | 0.04% | 180 |
|
|
2022
Q2 | $341K | Hold |
8,600
| – | – | 0.04% | 183 |
|
|
2022
Q1 | $360K | Hold |
8,600
| – | – | 0.03% | 190 |
|
|
2021
Q4 | $492K | Hold |
8,600
| – | – | 0.04% | 171 |
|
|
2021
Q3 | $395K | Hold |
8,600
| – | – | 0.04% | 170 |
|
|
2021
Q2 | $469K | Sell |
8,600
-10
| -0.1% | -$545 | 0.04% | 159 |
|
|
2021
Q1 | $452 | Buy |
+8,610
| New | +$452 | 0.03% | 129 |
|