Avantax Advisory Services’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 | $870K | Buy |
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|
2025
Q1 | $788K | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $358K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $330K | Buy |
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|
2020
Q3 | $333K | Sell |
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|
2020
Q2 | $444K | Buy |
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|
2020
Q1 | $288K | Buy |
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|
2019
Q4 | $389K | Buy |
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|
2019
Q3 | $254K | Buy |
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