CWA
Carolina Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,207
| Closed | -$227K | – | 302 |
|
|
2025
Q1 | $227K | Sell |
2,207
-3,275
| -60% | -$337K | 0.12% | 67 |
|
|
2024
Q4 | $597K | Sell |
5,482
-1,948
| -26% | -$212K | 0.32% | 39 |
|
|
2024
Q3 | $1.07M | Sell |
7,430
-686
| -8% | -$98.5K | 0.54% | 26 |
|
|
2024
Q2 | $894K | Buy |
8,116
+934
| +13% | +$103K | 0.44% | 28 |
|
|
2024
Q1 | $866K | Sell |
7,182
-20
| -0.3% | -$2.41K | 0.47% | 28 |
|
|
2023
Q4 | $743K | Sell |
7,202
-122
| -2% | -$12.6K | 0.39% | 32 |
|
|
2023
Q3 | $542K | Buy |
+7,324
| New | +$542K | 0.31% | 51 |
|