Beacon Investment Advisory Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $691K | Hold |
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|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $570K | Hold |
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|
2024
Q4 | $604K | Hold |
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|
2024
Q3 | $796K | Sell |
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|
2024
Q2 | $620K | Hold |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $581K | Buy |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $434K | Hold |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $332K | Buy |
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