EFG
Everhart Financial Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
5,434
+10
| +0.2% | +$1.06K | 0.07% | 213 |
|
|
2025
Q1 | $558K | Sell |
5,424
-17
| -0.3% | -$1.75K | 0.08% | 185 |
|
|
2024
Q4 | $593K | Sell |
5,441
-360
| -6% | -$39.2K | 0.12% | 166 |
|
|
2024
Q3 | $833K | Buy |
5,801
+838
| +17% | +$120K | 0.18% | 123 |
|
|
2024
Q2 | $546K | Buy |
4,963
+786
| +19% | +$86.5K | 0.14% | 150 |
|
|
2024
Q1 | $504K | Buy |
4,177
+612
| +17% | +$73.8K | 0.15% | 146 |
|
|
2023
Q4 | $368K | Buy |
3,565
+467
| +15% | +$48.2K | 0.13% | 147 |
|
|
2023
Q3 | $229K | Buy |
3,098
+340
| +12% | +$25.2K | 0.1% | 186 |
|
|
2023
Q2 | $214K | Buy |
+2,758
| New | +$214K | 0.09% | 203 |
|