Axxcess Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
6,986
+1,540
| +28% | +$162K | 0.02% | 501 |
|
|
2025
Q1 | $560K | Sell |
5,446
-724
| -12% | -$74.4K | 0.01% | 522 |
|
|
2024
Q4 | $672K | Buy |
6,170
+161
| +3% | +$17.5K | 0.02% | 485 |
|
|
2024
Q3 | $862K | Buy |
6,009
+3,009
| +100% | +$432K | 0.02% | 422 |
|
|
2024
Q2 | $330K | Hold |
3,000
| – | – | 0.01% | 626 |
|
|
2024
Q1 | $362K | Hold |
3,000
| – | – | 0.01% | 619 |
|
|
2023
Q4 | $310K | Buy |
+3,000
| New | +$310K | 0.01% | 631 |
|