AWM
Avior Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-752
| Closed | -$81.9K | – | 1885 |
|
|
2024
Q4 | $81.9K | Sell |
752
-91
| -11% | -$9.91K | ﹤0.01% | 958 |
|
|
2024
Q3 | $121K | Sell |
843
-8
| -0.9% | -$1.15K | ﹤0.01% | 831 |
|
|
2024
Q2 | $93.7K | Sell |
851
-227
| -21% | -$25K | ﹤0.01% | 884 |
|
|
2024
Q1 | $130K | Buy |
1,078
+777
| +258% | +$93.7K | 0.01% | 857 |
|
|
2023
Q4 | $31.1K | Sell |
301
-182
| -38% | -$18.8K | ﹤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 | +$28.1K | ﹤0.01% | 889 |
|
|
2021
Q1 | – | Sell |
-3,668
| Closed | -$157K | – | 1115 |
|
|
2020
Q4 | $157K | Buy |
3,668
+1,381
| +60% | +$59.1K | 0.02% | 399 |
|
|
2020
Q3 | $105K | Sell |
2,287
-4,127
| -64% | -$189K | 0.02% | 445 |
|
|
2020
Q2 | $218K | Sell |
6,414
-787
| -11% | -$26.7K | 0.03% | 371 |
|
|
2020
Q1 | $160K | Sell |
7,201
-1,109
| -13% | -$24.6K | 0.03% | 372 |
|
|
2019
Q4 | $322K | Hold |
8,310
| – | – | 0.05% | 310 |
|
|
2019
Q3 | $303K | Buy |
8,310
+2,405
| +41% | +$87.7K | 0.05% | 297 |
|
|
2019
Q2 | $187K | Sell |
5,905
-4,115
| -41% | -$130K | 0.03% | 361 |
|
|
2019
Q1 | $280K | Buy |
+10,020
| New | +$280K | 0.06% | 288 |
|