Avior Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $81.9K | Sell |
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|
2024
Q3 | $121K | Sell |
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|
2024
Q2 | $93.7K | Sell |
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|
2024
Q1 | $130K | Buy |
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|
2023
Q4 | $31.1K | Sell |
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|
2023
Q3 | $35.8K | Hold |
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|
2023
Q2 | $37.5K | Hold |
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|
2023
Q1 | $28.1K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $157K | Buy |
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|
2020
Q3 | $105K | Sell |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $160K | Sell |
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|
2019
Q4 | $322K | Hold |
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|
2019
Q3 | $303K | Buy |
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|
2019
Q2 | $187K | Sell |
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|
2019
Q1 | $280K | Buy |
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