AWM
Apollon Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
4,037
-279
| -6% | -$29.4K | 0.01% | 860 |
|
|
2025
Q1 | $444K | Sell |
4,316
-5
| -0.1% | -$514 | 0.01% | 796 |
|
|
2024
Q4 | $471K | Sell |
4,321
-4,416
| -51% | -$481K | 0.01% | 780 |
|
|
2024
Q3 | $1.25M | Sell |
8,737
-100
| -1% | -$14.4K | 0.04% | 416 |
|
|
2024
Q2 | $973K | Sell |
8,837
-5,998
| -40% | -$660K | 0.03% | 480 |
|
|
2024
Q1 | $1.79M | Buy |
14,835
+1,683
| +13% | +$203K | 0.06% | 319 |
|
|
2023
Q4 | $1.36M | Buy |
13,152
+1,779
| +16% | +$184K | 0.05% | 354 |
|
|
2023
Q3 | $842K | Sell |
11,373
-944
| -8% | -$69.9K | 0.04% | 404 |
|
|
2023
Q2 | $957K | Sell |
12,317
-422
| -3% | -$32.8K | 0.05% | 396 |
|
|
2023
Q1 | $742K | Sell |
12,739
-2,419
| -16% | -$141K | 0.05% | 408 |
|
|
2022
Q4 | $690K | Sell |
15,158
-1,117
| -7% | -$50.9K | 0.05% | 406 |
|
|
2022
Q3 | $610K | Sell |
16,275
-231
| -1% | -$8.66K | 0.05% | 392 |
|
|
2022
Q2 | $654K | Buy |
16,506
+2,938
| +22% | +$116K | 0.05% | 366 |
|
|
2022
Q1 | $568K | Sell |
13,568
-1,457
| -10% | -$61K | 0.04% | 430 |
|
|
2021
Q4 | $859K | Buy |
15,025
+1,647
| +12% | +$94.2K | 0.06% | 321 |
|
|
2021
Q3 | $614K | Buy |
13,378
+375
| +3% | +$17.2K | 0.08% | 232 |
|
|
2021
Q2 | $710K | Sell |
13,003
-2,245
| -15% | -$123K | 0.13% | 163 |
|
|
2021
Q1 | $800K | Buy |
+15,248
| New | +$800K | 0.15% | 134 |
|
|
2020
Q3 | – | Sell |
-1,123
| Closed | -$38K | – | 542 |
|
|
2020
Q2 | $38K | Buy |
+1,123
| New | +$38K | 0.02% | 283 |
|