B. Riley Wealth Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $220K | Sell |
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|
2025
Q3 | $295K | Sell |
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|
2025
Q2 | $237K | Buy |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $241K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $11 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $32.5K | Buy |
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