AllSquare 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 | $54.4K | Hold |
516
| – | – | 0.03% | 219 |
|
|
2025
Q1 | $53K | Hold |
516
| – | – | 0.03% | 207 |
|
|
2024
Q4 | $56.2K | Hold |
516
| – | – | 0.03% | 202 |
|
|
2024
Q3 | $74.1K | Sell |
516
-90
| -15% | -$12.9K | 0.04% | 175 |
|
|
2024
Q2 | $66.7K | Sell |
606
-84
| -12% | -$9.25K | 0.04% | 178 |
|
|
2024
Q1 | $83.2K | Hold |
690
| – | – | 0.05% | 170 |
|
|
2023
Q4 | $71.2K | Hold |
690
| – | – | 0.04% | 175 |
|
|
2023
Q3 | $51.1K | Buy |
+690
| New | +$51.1K | 0.03% | 190 |
|