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