CreativeOne Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.06M | Buy |
19,534
+15,005
| +331% | +$1.58M | 0.05% | 341 |
|
2025
Q1 | $466K | Buy |
4,529
+294
| +7% | +$30.2K | 0.01% | 709 |
|
2024
Q4 | $461K | Sell |
4,235
-1,549
| -27% | -$169K | 0.01% | 716 |
|
2024
Q3 | $830K | Buy |
5,784
+1,384
| +31% | +$199K | 0.03% | 488 |
|
2024
Q2 | $484K | Sell |
4,400
-49
| -1% | -$5.39K | 0.02% | 481 |
|
2024
Q1 | $536K | Buy |
4,449
+222
| +5% | +$26.7K | 0.02% | 554 |
|
2023
Q4 | $437K | Buy |
4,227
+1,016
| +32% | +$105K | 0.03% | 401 |
|
2023
Q3 | $238K | Buy |
3,211
+17
| +0.5% | +$1.26K | 0.02% | 493 |
|
2023
Q2 | $248K | Buy |
+3,194
| New | +$248K | 0.01% | 704 |
|