Elk River Wealth Management’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.82M Sell
2025
Q1
$8.71M Buy
2024
Q4
$9.2M Sell
2024
Q3
$12.2M Buy
2024
Q2
$9.18M Buy
2024
Q1
$9.88M Sell
2023
Q4
$10.3M Sell
2023
Q3
$7.43M Sell
2023
Q2
$7.8M Sell
2023
Q1
$5.96M Buy
2022
Q4
$4.54M Buy
2022
Q3
$3.74M Buy
2022
Q2
$3.75M Sell
2022
Q1
$4.13M Buy
2021
Q4
$4.33M Buy
2021
Q3
$3.42M Buy
2021
Q2
$3.86M Buy
2021
Q1
$3.6M Buy
2020
Q4
$1.7M Buy