AWA
Aaron Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
3,633
+281
| +8% | +$29.6K | 0.04% | 301 |
|
|
2025
Q1 | $345K | Buy |
3,352
+1,201
| +56% | +$123K | 0.04% | 299 |
|
|
2024
Q4 | $234K | Buy |
2,151
+145
| +7% | +$15.8K | 0.03% | 387 |
|
|
2024
Q3 | $288K | Buy |
2,006
+22
| +1% | +$3.16K | 0.03% | 314 |
|
|
2024
Q2 | $218K | Buy |
1,984
+182
| +10% | +$20K | 0.03% | 297 |
|
|
2024
Q1 | $217K | Sell |
1,802
-511
| -22% | -$61.6K | 0.03% | 281 |
|
|
2023
Q4 | $239K | Buy |
+2,313
| New | +$239K | 0.04% | 214 |
|
|
2022
Q2 | – | Sell |
-56,648
| Closed | -$1.35M | – | 662 |
|
|
2022
Q1 | $1.35M | Buy |
+56,648
| New | +$1.35M | 0.02% | 294 |
|