Crewe Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422 | Hold |
4
| – | – | ﹤0.01% | 660 |
|
|
2025
Q1 | $412 | Hold |
4
| – | – | ﹤0.01% | 643 |
|
|
2024
Q4 | $436 | Buy |
+4
| New | +$436 | ﹤0.01% | 571 |
|
|
2022
Q4 | – | Sell |
-474
| Closed | -$18K | – | 1197 |
|
|
2022
Q3 | $18K | Buy |
+474
| New | +$18K | ﹤0.01% | 494 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$1K | – | 448 |
|
|
2021
Q2 | $1K | Sell |
20
-64
| -76% | -$3.2K | ﹤0.01% | 446 |
|
|
2021
Q1 | $4K | Sell |
84
-7
| -8% | -$333 | ﹤0.01% | 386 |
|
|
2020
Q4 | $4K | Sell |
91
-49
| -35% | -$2.15K | ﹤0.01% | 372 |
|
|
2020
Q3 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 337 |
|