Asset Dedication LLC’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.21K Hold
2025
Q1
$2.16K Sell
2024
Q4
$2.83K Hold
2024
Q3
$3.73K Buy
2024
Q2
$551 Hold
2024
Q1
$1K Hold
2023
Q4
$1K Hold
2023
Q3
$0 Hold
2023
Q2
$0 Hold
2023
Q1
$0 Hold
2022
Q4
$0 Buy
2020
Q1
Sell
2019
Q4
$2K Buy