Connectus Wealth’s Pultegroup PHM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$603K	Hold	5,000	–	–	0.02%	281
2023 Q4	$516K	Hold	5,000	–	–	0.01%	399
2023 Q3	$370K	Hold	5,000	–	–	0.01%	411
2023 Q2	$388K	Hold	5,000	–	–	0.01%	369
2023 Q1	$291K	Hold	5,000	–	–	0.01%	389
2022 Q4	$228K	Buy	+5,000	New	+$228K	0.01%	401
2022 Q2	–	Sell	-12,810	Closed	-$733K	–	464
2022 Q1	$733K	Sell	12,810 -4,212	-25%	-$241K	0.02%	276
2021 Q4	$974K	Buy	+17,022	New	+$974K	0.04%	221