Axxcess 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
Q2
$737K Buy
2025
Q1
$560K Sell
2024
Q4
$672K Buy
2024
Q3
$862K Buy
2024
Q2
$330K Hold
2024
Q1
$362K Hold
2023
Q4
$310K Buy