EWM
Empirical Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
10,420
-4,458
| -30% | -$470K | 0.02% | 299 |
|
|
2025
Q1 | $1.53M | Sell |
14,878
-57,186
| -79% | -$5.88M | 0.04% | 244 |
|
|
2024
Q4 | $7.85M | Buy |
72,064
+3,275
| +5% | +$357K | 0.21% | 90 |
|
|
2024
Q3 | $9.87M | Buy |
68,789
+7,751
| +13% | +$1.11M | 0.28% | 79 |
|
|
2024
Q2 | $6.72M | Buy |
61,038
+3,142
| +5% | +$346K | 0.2% | 93 |
|
|
2024
Q1 | $6.98M | Buy |
57,896
+8,682
| +18% | +$1.05M | 0.21% | 91 |
|
|
2023
Q4 | $5.08M | Buy |
49,214
+7,073
| +17% | +$730K | 0.17% | 100 |
|
|
2023
Q3 | $3.12M | Buy |
42,141
+5,022
| +14% | +$372K | 0.12% | 120 |
|
|
2023
Q2 | $2.88M | Buy |
+37,119
| New | +$2.88M | 0.12% | 125 |
|
|
2021
Q3 | – | Sell |
-6,403
| Closed | -$349K | – | 473 |
|
|
2021
Q2 | $349K | Buy |
+6,403
| New | +$349K | 0.02% | 347 |
|