Clearstead Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $89.5K | Sell |
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|
2024
Q3 | $134K | Sell |
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|
2024
Q2 | $148K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Sell |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $15K | Buy |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $5K | Buy |
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