BHWM
Bay Harbor Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.8K | Buy |
935
+45
| +5% | +$4.76K | 0.03% | 84 |
|
|
2025
Q1 | $91.7K | Sell |
890
-27
| -3% | -$2.78K | 0.03% | 73 |
|
|
2024
Q4 | $100K | Buy |
917
+44
| +5% | +$4.8K | 0.03% | 71 |
|
|
2024
Q3 | $125K | Sell |
873
-29
| -3% | -$4.17K | 0.04% | 55 |
|
|
2024
Q2 | $99.5K | Sell |
902
-40
| -4% | -$4.41K | 0.03% | 61 |
|
|
2024
Q1 | $114K | Sell |
942
-33
| -3% | -$3.98K | 0.04% | 59 |
|
|
2023
Q4 | $101K | Buy |
975
+16
| +2% | +$1.66K | 0.04% | 58 |
|
|
2023
Q3 | $71.2K | Buy |
+959
| New | +$71.2K | 0.03% | 71 |
|