Ballentine Partners’s Pultegroup PHM Stock Holding History

Ballentine Partners’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$383K	Buy
2025 Q1	$362K	Sell
2024 Q4	$450K	Sell
2024 Q3	$598K	Sell
2024 Q2	$500K	Buy
2024 Q1	$453K	Buy
2023 Q4	$372K	Buy
2023 Q3	$228K	Buy
2023 Q2	$235K	Buy