Avantax Advisory Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Buy |
8,250
+583
| +8% | +$61.5K | ﹤0.01% | 1249 |
|
|
2025
Q1 | $788K | Sell |
7,667
-4,226
| -36% | -$434K | ﹤0.01% | 1212 |
|
|
2024
Q4 | $1.3M | Sell |
11,893
-241
| -2% | -$26.2K | 0.01% | 926 |
|
|
2024
Q3 | $1.74M | Sell |
12,134
-5,060
| -29% | -$726K | 0.01% | 766 |
|
|
2024
Q2 | $1.89M | Buy |
17,194
+14,229
| +480% | +$1.57M | 0.01% | 685 |
|
|
2024
Q1 | $358K | Buy |
+2,965
| New | +$358K | ﹤0.01% | 1205 |
|
|
2022
Q1 | – | Sell |
-5,300
| Closed | -$303K | – | 1346 |
|
|
2021
Q4 | $303K | Buy |
+5,300
| New | +$303K | ﹤0.01% | 971 |
|
|
2021
Q3 | – | Sell |
-7,719
| Closed | -$418K | – | 1214 |
|
|
2021
Q2 | $418K | Buy |
7,719
+129
| +2% | +$6.99K | 0.01% | 767 |
|
|
2021
Q1 | $398K | Sell |
7,590
-75
| -1% | -$3.93K | 0.01% | 690 |
|
|
2020
Q4 | $330K | Buy |
7,665
+491
| +7% | +$21.1K | 0.01% | 689 |
|
|
2020
Q3 | $333K | Sell |
7,174
-5,822
| -45% | -$270K | 0.01% | 974 |
|
|
2020
Q2 | $444K | Buy |
12,996
+115
| +0.9% | +$3.93K | 0.01% | 513 |
|
|
2020
Q1 | $288K | Buy |
12,881
+2,798
| +28% | +$62.6K | 0.01% | 590 |
|
|
2019
Q4 | $389K | Buy |
10,083
+3,180
| +46% | +$123K | 0.01% | 552 |
|
|
2019
Q3 | $254K | Buy |
+6,903
| New | +$254K | 0.01% | 477 |
|