Carolinas Wealth Consulting’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-49
| Closed | -$5.04K | – | 687 |
|
|
2025
Q1 | $5.04K | Buy |
49
+5
| +11% | +$514 | ﹤0.01% | 607 |
|
|
2024
Q4 | $4.8K | Sell |
44
-53
| -55% | -$5.78K | ﹤0.01% | 650 |
|
|
2024
Q3 | $13.9K | Sell |
97
-19
| -16% | -$2.73K | ﹤0.01% | 520 |
|
|
2024
Q2 | $12.8K | Sell |
116
-15
| -11% | -$1.66K | ﹤0.01% | 528 |
|
|
2024
Q1 | $15.8K | Sell |
131
-20
| -13% | -$2.41K | ﹤0.01% | 502 |
|
|
2023
Q4 | $15.6K | Sell |
151
-298
| -66% | -$30.9K | ﹤0.01% | 485 |
|
|
2023
Q3 | $33K | Buy |
449
+220
| +96% | +$16.2K | 0.01% | 363 |
|
|
2023
Q2 | $17.8K | Sell |
229
-85
| -27% | -$6.61K | ﹤0.01% | 496 |
|
|
2023
Q1 | $18.4K | Hold |
314
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $14.3K | Buy |
314
+29
| +10% | +$1.33K | ﹤0.01% | 553 |
|
|
2022
Q3 | $11K | Hold |
285
| – | – | ﹤0.01% | 554 |
|
|
2022
Q2 | $11K | Hold |
285
| – | – | ﹤0.01% | 557 |
|
|
2022
Q1 | $12K | Hold |
285
| – | – | ﹤0.01% | 578 |
|
|
2021
Q4 | $16K | Hold |
285
| – | – | ﹤0.01% | 539 |
|
|
2021
Q3 | $13K | Hold |
285
| – | – | ﹤0.01% | 555 |
|
|
2021
Q2 | $16K | Hold |
285
| – | – | ﹤0.01% | 540 |
|
|
2021
Q1 | $15K | Hold |
285
| – | – | ﹤0.01% | 568 |
|
|
2020
Q4 | $12K | Hold |
285
| – | – | ﹤0.01% | 557 |
|
|
2020
Q3 | $13K | Buy |
285
+275
| +2,750% | +$12.5K | ﹤0.01% | 440 |
|
|
2020
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 704 |
|