AEPWM
Atlantic Edge Private Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38K | Hold |
70
| – | – | ﹤0.01% | 387 |
|
|
2025
Q1 | $7.2K | Sell |
70
-50
| -42% | -$5.14K | ﹤0.01% | 379 |
|
|
2024
Q4 | $13.1K | Hold |
120
| – | – | ﹤0.01% | 308 |
|
|
2024
Q3 | $17.2K | Hold |
120
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $13.2K | Hold |
120
| – | – | ﹤0.01% | 294 |
|
|
2024
Q1 | $14.5K | Hold |
120
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $12.4K | Buy |
+120
| New | +$12.4K | 0.01% | 281 |
|