Atria Wealth Solutions’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,953
| Closed | -$716K | – | 1785 |
|
|
2025
Q1 | $716K | Sell |
6,953
-6,047
| -47% | -$623K | 0.01% | 1010 |
|
|
2024
Q4 | $1.42M | Buy |
13,000
+3,105
| +31% | +$338K | 0.02% | 778 |
|
|
2024
Q3 | $1.42M | Buy |
9,895
+829
| +9% | +$119K | 0.02% | 776 |
|
|
2024
Q2 | $999K | Buy |
9,066
+1,316
| +17% | +$145K | 0.01% | 895 |
|
|
2024
Q1 | $935K | Buy |
7,750
+1,326
| +21% | +$160K | 0.01% | 937 |
|
|
2023
Q4 | $663K | Buy |
6,424
+1,939
| +43% | +$200K | 0.01% | 1058 |
|
|
2023
Q3 | $332K | Buy |
+4,485
| New | +$332K | ﹤0.01% | 1345 |
|
|
2022
Q3 | – | Sell |
-5,860
| Closed | -$232K | – | 1805 |
|
|
2022
Q2 | $232K | Sell |
5,860
-2,128
| -27% | -$84.2K | ﹤0.01% | 1334 |
|
|
2022
Q1 | $335K | Buy |
+7,988
| New | +$335K | 0.01% | 1263 |
|