Bogart Wealth LLC’s Pultegroup PHM Stock Holding History

Bogart Wealth LLC’s Portfolio PHM Stock Details PHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.42M	Buy
2025 Q2	$7.24M	Buy
2025 Q1	$6.72M	Buy
2024 Q4	$6.94M	Buy
2024 Q3	$6.58M	Buy
2024 Q2	$3.49M	Buy
2023 Q1	–	Sell
2022 Q4	$6.1K	Buy
2021 Q1	–	Hold
2020 Q4	–	Hold