CreativeOne Wealth’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
$2.06M Buy
2025
Q1
$466K Buy
2024
Q4
$461K Sell
2024
Q3
$830K Buy
2024
Q2
$484K Sell
2024
Q1
$536K Buy
2023
Q4
$437K Buy
2023
Q3
$238K Buy
2023
Q2
$248K Buy