Carson Wealth (CWM LLC)’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.44M | Sell |
12,273
-2,439
| -17% | -$312K | ﹤0.01% | 1348 |
|
|
2025
Q4 | $1.73M | Buy |
14,712
+404
| +3% | +$49.6K | ﹤0.01% | 1212 |
|
|
2025
Q3 | $1.89M | Buy |
14,308
+92
| +0.6% | +$11.4K | 0.01% | 1109 |
|
|
2025
Q2 | $1.5M | Sell |
14,216
-217
| -2% | -$21.9K | 0.01% | 1059 |
|
|
2025
Q1 | $1.48M | Sell |
14,433
-791
| -5% | -$85.4K | 0.01% | 944 |
|
|
2024
Q4 | $1.66M | Sell |
15,224
-816
| -5% | -$106K | 0.01% | 854 |
|
|
2024
Q3 | $2.3M | Sell |
16,040
-1,786
| -10% | -$227K | 0.01% | 655 |
|
|
2024
Q2 | $1.96M | Sell |
17,826
-2,035
| -10% | -$231K | 0.01% | 651 |
|
|
2024
Q1 | $2.4M | Buy |
19,861
+9,006
| +83% | +$966K | 0.01% | 576 |
|
|
2023
Q4 | $1.12M | Buy |
10,855
+406
| +4% | +$34.5K | 0.01% | 757 |
|
|
2023
Q3 | $774K | Buy |
10,449
+2,609
| +33% | +$208K | ﹤0.01% | 838 |
|
|
2023
Q2 | $609K | Buy |
7,840
+297
| +4% | +$20.1K | ﹤0.01% | 877 |
|
|
2023
Q1 | $440K | Buy |
7,543
+5,110
| +210% | +$276K | ﹤0.01% | 926 |
|
|
2022
Q4 | $111K | Buy |
2,433
+268
| +12% | +$11.3K | ﹤0.01% | 1338 |
|
|
2022
Q3 | $81K | Sell |
2,165
-142
| -6% | -$5.97K | ﹤0.01% | 1431 |
|
|
2022
Q2 | $91K | Sell |
2,307
-1,004
| -30% | -$42.3K | ﹤0.01% | 1356 |
|
|
2022
Q1 | $139K | Buy |
3,311
+36
| +1% | +$1.79K | ﹤0.01% | 1195 |
|
|
2021
Q4 | $187K | Buy |
+3,275
| New | +$168K | ﹤0.01% | 1055 |
|
|
2021
Q2 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1247 |
|
|
2021
Q1 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q4 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q3 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q2 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q1 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1247 |
|
|
2019
Q4 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1247 |
|
|
2019
Q3 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1247 |
|
|
2019
Q2 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1247 |
|
|
2019
Q1 | $74K | Buy |
1,352
+1,332
| +6,660% | +$36.3K | ﹤0.01% | 1247 |
|
|
2018
Q4 | $1K | Sell |
20
-85
| -81% | -$2.1K | ﹤0.01% | 1963 |
|
|
2018
Q3 | $3K | Sell |
105
-126
| -55% | -$3.57K | ﹤0.01% | 1471 |
|
|
2018
Q2 | $7K | Buy |
231
+144
| +166% | +$4.33K | ﹤0.01% | 1114 |
|
|
2018
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 1115 |
|
|
2017
Q4 | $3K | Buy |
+87
| New | +$2.7K | ﹤0.01% | 1217 |
|
|
2017
Q1 | – | Sell |
-140
| Closed | -$3K | – | 1280 |
|
|
2016
Q4 | $3K | Buy |
+140
| New | +$2.66K | ﹤0.01% | 935 |
|
Other funds holding PHM
VCM
VPM
GA
Carson Wealth (CWM LLC)'s PHM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Pultegroup (PHM) stake by 17% in Q1 2026, selling an estimated $312K and leaving 12,273 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1348.
Carson Wealth (CWM LLC) first reported a position in PHM in Q4 2016 and has held it in 34 quarters since. The position peaked at $2.4M in Q1 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,273 shares of Pultegroup worth $1.44M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 2,439 Pultegroup shares in Q1 2026, an estimated $312K.
- Pultegroup made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1348 holding.
- Carson Wealth (CWM LLC) first reported a position in Pultegroup in Q4 2016 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Pultegroup position peaked at $2.4M in Q1 2024.
- 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.