Empirical 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 | $1.1M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $7.85M | Buy |
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|
2024
Q3 | $9.87M | Buy |
|
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|
2024
Q2 | $6.72M | Buy |
|
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|
2024
Q1 | $6.98M | Buy |
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|
2023
Q4 | $5.08M | Buy |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $2.88M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $349K | Buy |
|