EHWM
Eads & Heald Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
3,277
-135
| -4% | -$14.3K | 0.17% | 121 |
|
|
2025
Q1 | $351K | Sell |
3,412
-140
| -4% | -$14.4K | 0.18% | 119 |
|
|
2024
Q4 | $387K | Buy |
3,552
+900
| +34% | +$98.1K | 0.19% | 117 |
|
|
2024
Q3 | $381K | Sell |
2,652
-87
| -3% | -$12.5K | 0.18% | 119 |
|
|
2024
Q2 | $302K | Buy |
2,739
+201
| +8% | +$22.2K | 0.15% | 126 |
|
|
2024
Q1 | $306K | Buy |
2,538
+85
| +3% | +$10.2K | 0.14% | 121 |
|
|
2023
Q4 | $253K | Buy |
+2,453
| New | +$253K | 0.12% | 131 |
|
|
2023
Q3 | – | Sell |
-3,259
| Closed | -$253K | – | 145 |
|
|
2023
Q2 | $253K | Buy |
+3,259
| New | +$253K | 0.12% | 130 |
|