ADL
Asset Dedication LLC’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22K | Hold |
21
| – | – | ﹤0.01% | 1022 |
|
|
2025
Q1 | $2.16K | Sell |
21
-5
| -19% | -$514 | ﹤0.01% | 956 |
|
|
2024
Q4 | $2.83K | Hold |
26
| – | – | ﹤0.01% | 938 |
|
|
2024
Q3 | $3.73K | Buy |
26
+21
| +420% | +$3.01K | ﹤0.01% | 947 |
|
|
2024
Q2 | $551 | Hold |
5
| – | – | ﹤0.01% | 1135 |
|
|
2024
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 942 |
|
|
2023
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 950 |
|
|
2023
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1040 |
|
|
2023
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1020 |
|
|
2023
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1041 |
|
|
2022
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1099 |
|
|
2020
Q1 | – | Sell |
-45
| Closed | -$2K | – | 764 |
|
|
2019
Q4 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 652 |
|