EWM
PHM icon

Evercore Wealth Management’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-241
Closed -$5K 1077
2016
Q3
$5K Hold
241
﹤0.01% 937
2016
Q2
$5K Buy
+241
New +$5K ﹤0.01% 923
2015
Q2
Sell
-108
Closed -$2K 1085
2015
Q1
$2K Buy
+108
New +$2K ﹤0.01% 964
2014
Q2
Sell
-85
Closed -$2K 1028
2014
Q1
$2K Buy
+85
New +$2K ﹤0.01% 889
2013
Q4
Sell
-132
Closed -$2K 958
2013
Q3
$2K Sell
132
-478
-78% -$7.24K ﹤0.01% 963
2013
Q2
$12K Buy
+610
New +$12K ﹤0.01% 709