AMG National Trust Bank’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Hold
2,121
0.01% 421
2025
Q1
$218K Hold
2,121
0.01% 411
2024
Q4
$231K Hold
2,121
0.01% 416
2024
Q3
$304K Hold
2,121
0.01% 374
2024
Q2
$234K Hold
2,121
0.01% 413
2024
Q1
$256K Hold
2,121
0.01% 390
2023
Q4
$219K Buy
+2,121
New +$219K 0.01% 404