Arete Wealth Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $1.8M | Sell |
|
|||||
|
2024
Q3 | $2.86M | Sell |
|
|||||
|
2024
Q2 | $4.71M | Buy |
|
|||||
|
2024
Q1 | $4.74M | Buy |
|
|||||
|
2023
Q4 | $4.2M | Buy |
|
|||||
|
2023
Q3 | $2.41M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $1.69M | Buy |
|
|||||
|
2022
Q4 | $1.04B | Buy |
|
|||||
|
2022
Q3 | $472K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $484K | Buy |
|
|||||
|
2021
Q4 | $650K | Buy |
|