Beacon Pointe Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Sell |
7,851
-97
| -1% | -$10.2K | 0.01% | 720 |
|
|
2025
Q1 | $817K | Sell |
7,948
-76
| -0.9% | -$7.81K | 0.01% | 685 |
|
|
2024
Q4 | $874K | Sell |
8,024
-1,505
| -16% | -$164K | 0.01% | 664 |
|
|
2024
Q3 | $1.37M | Sell |
9,529
-580
| -6% | -$83.2K | 0.02% | 556 |
|
|
2024
Q2 | $1.11M | Sell |
10,109
-132
| -1% | -$14.5K | 0.01% | 606 |
|
|
2024
Q1 | $1.24M | Sell |
10,241
-388
| -4% | -$46.8K | 0.01% | 629 |
|
|
2023
Q4 | $1.1M | Sell |
10,629
-456
| -4% | -$47.1K | 0.01% | 630 |
|
|
2023
Q3 | $821K | Buy |
11,085
+725
| +7% | +$53.7K | 0.01% | 687 |
|
|
2023
Q2 | $805K | Buy |
10,360
+242
| +2% | +$18.8K | 0.01% | 578 |
|
|
2023
Q1 | $590K | Sell |
10,118
-326
| -3% | -$19K | 0.01% | 709 |
|
|
2022
Q4 | $476K | Sell |
10,444
-344
| -3% | -$15.7K | 0.01% | 703 |
|
|
2022
Q3 | $404K | Buy |
10,788
+66
| +0.6% | +$2.47K | 0.01% | 709 |
|
|
2022
Q2 | $425K | Sell |
10,722
-2,597
| -19% | -$103K | 0.01% | 702 |
|
|
2022
Q1 | $558K | Buy |
13,319
+3,462
| +35% | +$145K | 0.01% | 776 |
|
|
2021
Q4 | $563K | Buy |
9,857
+1,686
| +21% | +$96.3K | 0.01% | 532 |
|
|
2021
Q3 | $375K | Sell |
8,171
-1,332
| -14% | -$61.1K | 0.01% | 620 |
|
|
2021
Q2 | $519K | Buy |
+9,503
| New | +$519K | 0.02% | 471 |
|