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Advisor OS’s Pultegroup PHM Stock Holding History

Advisor OS’s Portfolio PHM Stock Details PHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,442
Closed -$207K – 439
2024
Q3 		$207K Buy
+1,442
New +$207K 0.02% 387
2024
Q2 		– Sell
-1,679
Closed -$202K – 404
2024
Q1 		$202K Buy
+1,679
New +$202K 0.02% 376