Colonial Trust’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Sell
2025
Q2
$232K Sell
2025
Q1
$226K Buy
2024
Q4
$236K Hold
2024
Q3
$312K Buy
2024
Q2
$235K Hold
2024
Q1
$258K Sell
2023
Q4
$223K Hold
2023
Q3
$160K Buy
2023
Q2
$164K Buy
2023
Q1
$82.6K Sell
2022
Q4
$65.5K Buy