Capital & Planning LLC’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-40	Closed	-$4.36K	–	138
2024 Q4	$4.36K	Buy	+40	New	+$4.36K	﹤0.01%	126