Advisor Partners II’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$888K Buy
11,998
+182
+2% +$13.5K 0.04% 519
2023
Q2
$918K Buy
11,816
+720
+6% +$55.9K 0.04% 414
2023
Q1
$647K Buy
11,096
+82
+0.7% +$4.78K 0.04% 469
2022
Q4
$501K Buy
11,014
+2,642
+32% +$120K 0.03% 523
2022
Q3
$314K Buy
+8,372
New +$314K 0.02% 599