Choate Investment Advisors’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,998	Closed	-$362K	–	401
2024 Q1	$362K	Sell	2,998 -169	-5%	-$20.4K	0.01%	308
2023 Q4	$327K	Sell	3,167 -127	-4%	-$13.1K	0.01%	298
2023 Q3	$244K	Buy	+3,294	New	+$244K	0.01%	320