AWA
Arete Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,549
| Closed | -$1.8M | – | 792 |
|
|
2024
Q4 | $1.8M | Sell |
16,549
-3,364
| -17% | -$366K | 0.13% | 165 |
|
|
2024
Q3 | $2.86M | Sell |
19,913
-22,842
| -53% | -$3.28M | 0.25% | 88 |
|
|
2024
Q2 | $4.71M | Buy |
42,755
+288
| +0.7% | +$31.7K | 0.39% | 56 |
|
|
2024
Q1 | $4.74M | Buy |
42,467
+1,732
| +4% | +$193K | 0.44% | 55 |
|
|
2023
Q4 | $4.2M | Buy |
40,735
+8,184
| +25% | +$845K | 0.32% | 66 |
|
|
2023
Q3 | $2.41M | Buy |
+32,551
| New | +$2.41M | 0.42% | 56 |
|
|
2023
Q2 | – | Sell |
-29,026
| Closed | -$1.69M | – | 729 |
|
|
2023
Q1 | $1.69M | Buy |
29,026
+6,152
| +27% | +$359K | 0.14% | 139 |
|
|
2022
Q4 | $1.04B | Buy |
22,874
+10,284
| +82% | +$468M | 0.09% | 192 |
|
|
2022
Q3 | $472K | Buy |
+12,590
| New | +$472K | 0.05% | 309 |
|
|
2022
Q2 | – | Sell |
-11,496
| Closed | -$484K | – | 539 |
|
|
2022
Q1 | $484K | Buy |
11,496
+126
| +1% | +$5.31K | 0.04% | 287 |
|
|
2021
Q4 | $650K | Buy |
+11,370
| New | +$650K | 0.06% | 246 |
|