Aprio Wealth Management’s Pultegroup PHM Stock Holding History

Aprio Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$782K	Buy
2025 Q1	$528K	Sell
2024 Q4	$678K	Sell
2024 Q3	$912K	Buy
2024 Q2	$698K	Buy
2024 Q1	$601K	Buy
2023 Q4	$370K	Buy
2023 Q3	$257K	Buy
2023 Q2	$217K	Buy