DWAM
Duncan Williams Asset Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Buy |
8,802
+942
| +12% | +$99.3K | 0.29% | 55 |
|
|
2025
Q1 | $808K | Buy |
7,860
+923
| +13% | +$94.9K | 0.29% | 62 |
|
|
2024
Q4 | $755K | Sell |
6,937
-292
| -4% | -$31.8K | 0.3% | 60 |
|
|
2024
Q3 | $1.04M | Buy |
7,229
+50
| +0.7% | +$7.18K | 0.57% | 32 |
|
|
2024
Q2 | $790K | Buy |
7,179
+621
| +9% | +$68.4K | 0.67% | 26 |
|
|
2024
Q1 | $791K | Buy |
+6,558
| New | +$791K | 0.71% | 26 |
|