Beacon Financial Group’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,436	Closed	-$206K	–	330
2024 Q3	$206K	Buy	+1,436	New	+$206K	0.02%	315
2014 Q1	–	Sell	-48,282	Closed	-$972K	–	180
2013 Q4	$972K	Buy	+48,282	New	+$972K	0.19%	89