Bogart Wealth LLC’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Buy |
68,685
+3,321
| +5% | +$350K | 0.31% | 77 |
|
|
2025
Q1 | $6.72M | Buy |
65,364
+1,669
| +3% | +$172K | 0.32% | 73 |
|
|
2024
Q4 | $6.94M | Buy |
63,695
+17,882
| +39% | +$1.95M | 0.33% | 72 |
|
|
2024
Q3 | $6.58M | Buy |
45,813
+14,131
| +45% | +$2.03M | 0.31% | 82 |
|
|
2024
Q2 | $3.49M | Buy |
+31,682
| New | +$3.49M | 0.18% | 101 |
|
|
2023
Q1 | – | Sell |
-134
| Closed | -$6.1K | – | 1200 |
|
|
2022
Q4 | $6.1K | Buy |
+134
| New | +$6.1K | ﹤0.01% | 630 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 697 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 536 |
|