Crestwood Advisors Group’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$980K Sell
9,294
-500
-5% -$52.7K 0.02% 281
2025
Q1
$1.01M Buy
+9,794
New +$1.01M 0.02% 272