B. Riley Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+2,247
| New | +$237K | 0.01% | 786 |
|
|
2024
Q4 | $282K | Sell |
2,581
-639
| -20% | -$69.7K | 0.01% | 892 |
|
|
2024
Q3 | $462K | Sell |
3,220
-165
| -5% | -$23.7K | 0.01% | 772 |
|
|
2024
Q2 | $373K | Sell |
3,385
-1,087
| -24% | -$120K | 0.01% | 934 |
|
|
2024
Q1 | $332K | Buy |
4,472
+308
| +7% | +$22.9K | 0.01% | 999 |
|
|
2023
Q4 | $431K | Sell |
4,164
-308
| -7% | -$31.9K | 0.01% | 893 |
|
|
2023
Q3 | $332K | Buy |
4,472
+1,099
| +33% | +$81.6K | 0.01% | 999 |
|
|
2023
Q2 | $263K | Sell |
3,373
-60
| -2% | -$4.67K | 0.01% | 1198 |
|
|
2023
Q1 | $201K | Buy |
+3,433
| New | +$201K | 0.01% | 1302 |
|
|
2022
Q2 | – | Sell |
-5,171
| Closed | -$218K | – | 1350 |
|
|
2022
Q1 | $218K | Buy |
5,171
+651
| +14% | +$27.4K | 0.01% | 1174 |
|
|
2021
Q4 | $258K | Sell |
4,520
-35
| -0.8% | -$2K | 0.01% | 1147 |
|
|
2021
Q3 | $209K | Buy |
4,555
+138
| +3% | +$6.33K | 0.01% | 1230 |
|
|
2021
Q2 | $241K | Buy |
+4,417
| New | +$241K | 0.01% | 1136 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$11 | – | 1583 |
|
|
2014
Q4 | $11 | Buy |
+500
| New | +$11 | ﹤0.01% | 2820 |
|
|
2014
Q3 | – | Sell |
-1,611
| Closed | -$32.5K | – | 1543 |
|
|
2014
Q2 | $32.5K | Buy |
+1,611
| New | +$32.5K | 0.01% | 1218 |
|