AWM
Aprio Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
7,416
+2,277
| +44% | +$240K | 0.09% | 128 |
|
|
2025
Q1 | $528K | Sell |
5,139
-1,085
| -17% | -$112K | 0.07% | 172 |
|
|
2024
Q4 | $678K | Sell |
6,224
-131
| -2% | -$14.3K | 0.1% | 113 |
|
|
2024
Q3 | $912K | Buy |
6,355
+18
| +0.3% | +$2.58K | 0.15% | 87 |
|
|
2024
Q2 | $698K | Buy |
6,337
+1,350
| +27% | +$149K | 0.13% | 94 |
|
|
2024
Q1 | $601K | Buy |
4,987
+1,404
| +39% | +$169K | 0.12% | 92 |
|
|
2023
Q4 | $370K | Buy |
3,583
+107
| +3% | +$11K | 0.08% | 113 |
|
|
2023
Q3 | $257K | Buy |
3,476
+680
| +24% | +$50.3K | 0.07% | 128 |
|
|
2023
Q2 | $217K | Buy |
+2,796
| New | +$217K | 0.06% | 138 |
|