Evelyn Partners Investment Management’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.2K Sell
154
-6,537
-98% -$689K ﹤0.01% 220
2025
Q1
$15.8K Buy
+6,691
New +$15.8K ﹤0.01% 224