Avior Wealth Management’s Pultegroup PHM Stock Holding History

Avior Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-752	Closed	-$81.9K	–	1885
2024 Q4	$81.9K	Sell	752 -91	-11%	-$11.8K	﹤0.01%	958
2024 Q3	$121K	Sell	843 -8	-0.9%	-$1.02K	﹤0.01%	831
2024 Q2	$93.7K	Sell	851 -227	-21%	-$25.8K	﹤0.01%	884
2024 Q1	$130K	Buy	1,078 +777	+258%	+$83.4K	0.01%	857
2023 Q4	$31.1K	Sell	301 -182	-38%	-$15.5K	﹤0.01%	811
2023 Q3	$35.8K	Hold	483	–	–	﹤0.01%	835
2023 Q2	$37.5K	Hold	483	–	–	﹤0.01%	823
2023 Q1	$28.1K	Buy	+483	New	+$26.1K	﹤0.01%	889
2021 Q1	–	Sell	-3,668	Closed	-$157K	–	1115
2020 Q4	$157K	Buy	3,668 +1,381	+60%	+$61.2K	0.02%	399
2020 Q3	$105K	Sell	2,287 -4,127	-64%	-$177K	0.02%	445
2020 Q2	$218K	Sell	6,414 -787	-11%	-$23.6K	0.03%	371
2020 Q1	$160K	Sell	7,201 -1,109	-13%	-$42.8K	0.03%	372
2019 Q4	$322K	Hold	8,310	–	–	0.05%	310
2019 Q3	$303K	Buy	8,310 +2,405	+41%	+$80K	0.05%	297
2019 Q2	$187K	Sell	5,905 -4,115	-41%	-$128K	0.03%	361
2019 Q1	$280K	Buy	+10,020	New	+$273K	0.06%	288

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return