EP Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
3,586
+1,027
| +40% | +$108K | ﹤0.01% | 905 |
|
|
2025
Q1 | $263K | Sell |
2,559
-30
| -1% | -$3.08K | ﹤0.01% | 985 |
|
|
2024
Q4 | $282K | Sell |
2,589
-240
| -8% | -$26.1K | ﹤0.01% | 895 |
|
|
2024
Q3 | $406K | Buy |
2,829
+377
| +15% | +$54.1K | ﹤0.01% | 752 |
|
|
2024
Q2 | $270K | Buy |
2,452
+415
| +20% | +$45.7K | ﹤0.01% | 681 |
|
|
2024
Q1 | $246K | Buy |
+2,037
| New | +$246K | ﹤0.01% | 681 |
|