Accurate Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
3,507
+222
| +7% | +$25.6K | 0.06% | 303 |
|
|
2025
Q1 | $310K | Buy |
3,285
+653
| +25% | +$61.7K | 0.06% | 276 |
|
|
2024
Q4 | $283K | Sell |
2,632
-295
| -10% | -$31.8K | 0.05% | 304 |
|
|
2024
Q3 | $423K | Buy |
2,927
+522
| +22% | +$75.5K | 0.09% | 228 |
|
|
2024
Q2 | $280K | Buy |
2,405
+354
| +17% | +$41.1K | 0.07% | 244 |
|
|
2024
Q1 | $216K | Buy |
2,051
+130
| +7% | +$13.7K | 0.06% | 276 |
|
|
2023
Q4 | $203K | Buy |
+1,921
| New | +$203K | 0.06% | 262 |
|
|
2023
Q1 | – | Sell |
-966
| Closed | -$46.8K | – | 1084 |
|
|
2022
Q4 | $46.8K | Buy |
+966
| New | +$46.8K | 0.02% | 470 |
|