CWM

Centurion Wealth Management’s Pultegroup PHM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,055	Closed	-$333K	–	243
2025 Q1	$333K	Hold	3,055	–	–	0.1%	141
2024 Q4	$333K	Sell	3,055 -25	-0.8%	-$2.72K	0.1%	141
2024 Q3	$442K	Buy	+3,080	New	+$442K	0.14%	113