Aldebaran Financial’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Sell
4,700
-200
-4% -$21.1K 0.55% 45
2025
Q1
$504K Sell
4,900
-1,155
-19% -$119K 0.62% 42
2024
Q4
$659K Buy
6,055
+690
+13% +$75.1K 0.77% 34
2024
Q3
$770K Buy
5,365
+2,670
+99% +$383K 0.91% 31
2024
Q2
$297K Buy
+2,695
New +$297K 0.39% 52