Concord Wealth Partners’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 | $135K | Sell |
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|
2025
Q1 | $711K | Buy |
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|
2024
Q4 | $566K | Buy |
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|
2024
Q3 | $718K | Buy |
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|
2024
Q2 | $542K | Buy |
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|
2024
Q1 | $584K | Buy |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $200K | Buy |
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|
2022
Q4 | $1.82K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $1K | Buy |
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