CWP
Concord Wealth Partners’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
1,276
-5,636
| -82% | -$594K | 0.02% | 243 |
|
|
2025
Q1 | $711K | Buy |
6,912
+1,715
| +33% | +$176K | 0.12% | 135 |
|
|
2024
Q4 | $566K | Buy |
5,197
+195
| +4% | +$21.2K | 0.09% | 136 |
|
|
2024
Q3 | $718K | Buy |
5,002
+83
| +2% | +$11.9K | 0.12% | 113 |
|
|
2024
Q2 | $542K | Buy |
4,919
+74
| +2% | +$8.15K | 0.1% | 134 |
|
|
2024
Q1 | $584K | Buy |
4,845
+2,415
| +99% | +$291K | 0.11% | 131 |
|
|
2023
Q4 | $251K | Sell |
2,430
-6,376
| -72% | -$658K | 0.05% | 175 |
|
|
2023
Q3 | $652K | Buy |
8,806
+2,688
| +44% | +$199K | 0.14% | 105 |
|
|
2023
Q2 | $475K | Buy |
6,118
+2,683
| +78% | +$208K | 0.1% | 115 |
|
|
2023
Q1 | $200K | Buy |
3,435
+3,395
| +8,488% | +$198K | 0.06% | 163 |
|
|
2022
Q4 | $1.82K | Buy |
+40
| New | +$1.82K | ﹤0.01% | 957 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$1K | – | 853 |
|
|
2022
Q2 | $1K | Sell |
22
-7
| -24% | -$318 | ﹤0.01% | 1170 |
|
|
2022
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1233 |
|