Bison Wealth’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 |
-4,668
| Closed | -$670K | – | 395 |
|
|
2024
Q3 | $670K | Sell |
4,668
-329
| -7% | -$47.2K | 0.11% | 188 |
|
|
2024
Q2 | $603K | Hold |
4,997
| – | – | 0.1% | 212 |
|
|
2024
Q1 | $603K | Buy |
4,997
+100
| +2% | +$12.1K | 0.1% | 212 |
|
|
2023
Q4 | $505K | Sell |
4,897
-833
| -15% | -$86K | 0.09% | 234 |
|
|
2023
Q3 | $424K | Sell |
5,730
-4,462
| -44% | -$330K | 0.08% | 243 |
|
|
2023
Q2 | $792K | Sell |
10,192
-110
| -1% | -$8.55K | 0.15% | 151 |
|
|
2023
Q1 | $702K | Sell |
10,302
-190
| -2% | -$12.9K | 0.22% | 123 |
|
|
2022
Q4 | $545K | Sell |
10,492
-384
| -4% | -$20K | 0.17% | 149 |
|
|
2022
Q3 | $407K | Buy |
+10,876
| New | +$407K | 0.16% | 163 |
|