ERWM
Elk River Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.82M | Sell |
83,500
-1,077
| -1% | -$114K | 1.52% | 19 |
|
|
2025
Q1 | $8.71M | Buy |
84,577
+228
| +0.3% | +$23.5K | 1.63% | 18 |
|
|
2024
Q4 | $9.2M | Sell |
84,349
-301
| -0.4% | -$32.8K | 1.67% | 16 |
|
|
2024
Q3 | $12.2M | Buy |
84,650
+1,388
| +2% | +$199K | 2.21% | 14 |
|
|
2024
Q2 | $9.18M | Buy |
83,262
+1,527
| +2% | +$168K | 1.8% | 15 |
|
|
2024
Q1 | $9.88M | Sell |
81,735
-17,569
| -18% | -$2.12M | 2.01% | 14 |
|
|
2023
Q4 | $10.3M | Sell |
99,304
-790
| -0.8% | -$81.7K | 1.97% | 14 |
|
|
2023
Q3 | $7.43M | Sell |
100,094
-86
| -0.1% | -$6.38K | 1.64% | 19 |
|
|
2023
Q2 | $7.8M | Sell |
100,180
-1,822
| -2% | -$142K | 1.67% | 16 |
|
|
2023
Q1 | $5.96M | Buy |
102,002
+2,652
| +3% | +$155K | 1.35% | 26 |
|
|
2022
Q4 | $4.54M | Buy |
99,350
+74
| +0.1% | +$3.38K | 1.1% | 32 |
|
|
2022
Q3 | $3.74M | Buy |
99,276
+4,972
| +5% | +$187K | 0.99% | 34 |
|
|
2022
Q2 | $3.75M | Sell |
94,304
-4,017
| -4% | -$160K | 0.95% | 35 |
|
|
2022
Q1 | $4.13M | Buy |
98,321
+22,714
| +30% | +$955K | 0.9% | 37 |
|
|
2021
Q4 | $4.33M | Buy |
75,607
+1,394
| +2% | +$79.9K | 0.98% | 33 |
|
|
2021
Q3 | $3.42M | Buy |
74,213
+3,726
| +5% | +$172K | 0.86% | 41 |
|
|
2021
Q2 | $3.86M | Buy |
70,487
+1,925
| +3% | +$105K | 1% | 36 |
|
|
2021
Q1 | $3.61M | Buy |
68,562
+29,364
| +75% | +$1.54M | 1.03% | 35 |
|
|
2020
Q4 | $1.7M | Buy |
+39,198
| New | +$1.7M | 0.56% | 54 |
|