Carson Wealth (CWM LLC)’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
14,216
-217
| -2% | -$22.9K | 0.01% | 1058 |
|
|
2025
Q1 | $1.48M | Sell |
14,433
-791
| -5% | -$81.3K | 0.01% | 944 |
|
|
2024
Q4 | $1.66M | Sell |
15,224
-816
| -5% | -$88.9K | 0.01% | 854 |
|
|
2024
Q3 | $2.3M | Sell |
16,040
-1,786
| -10% | -$256K | 0.01% | 654 |
|
|
2024
Q2 | $1.96M | Sell |
17,826
-2,035
| -10% | -$224K | 0.01% | 650 |
|
|
2024
Q1 | $2.4M | Buy |
19,861
+9,006
| +83% | +$1.09M | 0.01% | 575 |
|
|
2023
Q4 | $1.12M | Buy |
10,855
+406
| +4% | +$41.9K | 0.01% | 756 |
|
|
2023
Q3 | $774K | Buy |
10,449
+2,609
| +33% | +$193K | ﹤0.01% | 837 |
|
|
2023
Q2 | $609K | Buy |
7,840
+297
| +4% | +$23.1K | ﹤0.01% | 876 |
|
|
2023
Q1 | $440K | Buy |
7,543
+5,110
| +210% | +$298K | ﹤0.01% | 924 |
|
|
2022
Q4 | $111K | Buy |
2,433
+268
| +12% | +$12.2K | ﹤0.01% | 1336 |
|
|
2022
Q3 | $81K | Sell |
2,165
-142
| -6% | -$5.31K | ﹤0.01% | 1429 |
|
|
2022
Q2 | $91K | Sell |
2,307
-1,004
| -30% | -$39.6K | ﹤0.01% | 1354 |
|
|
2022
Q1 | $139K | Buy |
3,311
+36
| +1% | +$1.51K | ﹤0.01% | 1193 |
|
|
2021
Q4 | $187K | Buy |
+3,275
| New | +$187K | ﹤0.01% | 1053 |
|
|
2021
Q2 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1245 |
|
|
2021
Q1 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q4 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q3 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q2 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q1 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q4 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q3 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q2 | $74K | Hold |
1,352
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q1 | $74K | Buy |
1,352
+1,332
| +6,660% | +$72.9K | ﹤0.01% | 1245 |
|
|
2018
Q4 | $1K | Sell |
20
-85
| -81% | -$4.25K | ﹤0.01% | 1957 |
|
|
2018
Q3 | $3K | Sell |
105
-126
| -55% | -$3.6K | ﹤0.01% | 1467 |
|
|
2018
Q2 | $7K | Buy |
231
+144
| +166% | +$4.36K | ﹤0.01% | 1110 |
|
|
2018
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 1114 |
|
|
2017
Q4 | $3K | Buy |
+87
| New | +$3K | ﹤0.01% | 1216 |
|
|
2017
Q1 | – | Sell |
-140
| Closed | -$3K | – | 1279 |
|
|
2016
Q4 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 934 |
|