EWM
Evermay Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-450
| Closed | -$46.3K | – | 595 |
|
|
2025
Q1 | $46.3K | Hold |
450
| – | – | 0.01% | 327 |
|
|
2024
Q4 | $49K | Hold |
450
| – | – | 0.01% | 323 |
|
|
2024
Q3 | $64.6K | Sell |
450
-5
| -1% | -$718 | 0.01% | 314 |
|
|
2024
Q2 | $50.1K | Hold |
455
| – | – | 0.01% | 345 |
|
|
2024
Q1 | $54.9K | Sell |
455
-3
| -0.7% | -$362 | 0.01% | 345 |
|
|
2023
Q4 | $47.3K | Buy |
458
+453
| +9,060% | +$46.8K | 0.01% | 331 |
|
|
2023
Q3 | $372 | Hold |
5
| – | – | ﹤0.01% | 540 |
|
|
2023
Q2 | $390 | Hold |
5
| – | – | ﹤0.01% | 531 |
|
|
2023
Q1 | $293 | Hold |
5
| – | – | ﹤0.01% | 516 |
|
|
2022
Q4 | $228 | Buy |
+5
| New | +$228 | ﹤0.01% | 540 |
|