AE Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
103,250
+2,361
| +2% | +$249K | 0.08% | 241 |
|
|
2025
Q1 | $10.4M | Sell |
100,889
-28
| -0% | -$2.88K | 0.09% | 237 |
|
|
2024
Q4 | $11M | Buy |
100,917
+5,663
| +6% | +$617K | 0.09% | 226 |
|
|
2024
Q3 | $13.7M | Buy |
95,254
+86,836
| +1,032% | +$12.5M | 0.12% | 179 |
|
|
2024
Q2 | $927K | Buy |
8,418
+1,075
| +15% | +$118K | 0.01% | 716 |
|
|
2024
Q1 | $886K | Sell |
7,343
-25,457
| -78% | -$3.07M | 0.01% | 678 |
|
|
2023
Q4 | $3.45M | Buy |
32,800
+7,563
| +30% | +$795K | 0.02% | 718 |
|
|
2023
Q3 | $1.87M | Buy |
25,237
+5,140
| +26% | +$381K | 0.01% | 866 |
|
|
2023
Q2 | $1.56M | Buy |
20,097
+9,886
| +97% | +$768K | 0.01% | 920 |
|
|
2023
Q1 | $595K | Buy |
10,211
+5,621
| +122% | +$328K | ﹤0.01% | 1255 |
|
|
2022
Q4 | $209K | Sell |
4,590
-1,519
| -25% | -$69.2K | ﹤0.01% | 1655 |
|
|
2022
Q3 | $229K | Sell |
6,109
-554
| -8% | -$20.8K | ﹤0.01% | 1565 |
|
|
2022
Q2 | $264K | Sell |
6,663
-11,228
| -63% | -$445K | ﹤0.01% | 1489 |
|
|
2022
Q1 | $750K | Sell |
17,891
-26,060
| -59% | -$1.09M | 0.01% | 1033 |
|
|
2021
Q4 | $2.51M | Buy |
+43,951
| New | +$2.51M | 0.02% | 626 |
|