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Carolinas Wealth Consulting’s Pultegroup PHM Stock Holding History

Carolinas Wealth Consulting’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-49
Closed -$5.04K – 687
2025
Q1 		$5.04K Buy
49
+5
+11% +$540 ﹤0.01% 607
2024
Q4 		$4.8K Sell
44
-53
-55% -$6.88K ﹤0.01% 650
2024
Q3 		$13.9K Sell
97
-19
-16% -$2.42K ﹤0.01% 520
2024
Q2 		$12.8K Sell
116
-15
-11% -$1.7K ﹤0.01% 528
2024
Q1 		$15.8K Sell
131
-20
-13% -$2.15K ﹤0.01% 502
2023
Q4 		$15.6K Sell
151
-298
-66% -$25.3K ﹤0.01% 485
2023
Q3 		$33K Buy
449
+220
+96% +$17.5K 0.01% 363
2023
Q2 		$17.8K Sell
229
-85
-27% -$5.76K ﹤0.01% 496
2023
Q1 		$18.4K Hold
314
– – ﹤0.01% 507
2022
Q4 		$14.3K Buy
314
+29
+10% +$1.22K ﹤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% +$11.8K ﹤0.01% 440
2020
Q2 		$0 Buy
+10
New +$300 ﹤0.01% 704

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carolinas Wealth Consulting's PHM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 49 shares — an estimated $5.04K sold.

Carolinas Wealth Consulting first reported a position in PHM in Q2 2020 and held it in 20 quarters. The position peaked at $33K in Q3 2023. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 49 Pultegroup shares in Q2 2025, an estimated $5.04K.
  • Carolinas Wealth Consulting first reported a position in Pultegroup in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Pultegroup position peaked at $33K in Q3 2023.
  • 946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.