Avion Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Sell |
68
-6
| -8% | -$618 | ﹤0.01% | 553 |
|
|
2025
Q1 | $8K | Hold |
74
| – | – | ﹤0.01% | 446 |
|
|
2024
Q4 | $8K | Buy |
74
+3
| +4% | +$324 | ﹤0.01% | 445 |
|
|
2024
Q3 | $10K | Hold |
71
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $7K | Buy |
71
+13
| +22% | +$1.28K | ﹤0.01% | 407 |
|
|
2024
Q1 | $7K | Buy |
58
+7
| +14% | +$845 | ﹤0.01% | 394 |
|
|
2023
Q4 | $5K | Buy |
51
+5
| +11% | +$490 | ﹤0.01% | 403 |
|
|
2023
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 514 |
|
|
2023
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 489 |
|
|
2022
Q1 | – | Sell |
-23
| Closed | -$1K | – | 425 |
|
|
2021
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 384 |
|
|
2021
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 364 |
|
|
2021
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 351 |
|
|
2021
Q1 | $1K | Sell |
23
-227
| -91% | -$9.87K | ﹤0.01% | 334 |
|
|
2020
Q4 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 213 |
|