AWM
Activest Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949 | Buy |
+9
| New | +$949 | ﹤0.01% | 778 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1324 |
|
|
2024
Q4 | – | Sell |
-122
| Closed | -$17.5K | – | 1105 |
|
|
2024
Q3 | $17.5K | Buy |
+122
| New | +$17.5K | 0.01% | 264 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 466 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 462 |
|
|
2021
Q4 | – | Sell |
-238
| Closed | -$11K | – | 387 |
|
|
2021
Q3 | $11K | Buy |
+238
| New | +$11K | 0.01% | 220 |
|