EverSource Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
1,212
+804
| +197% | +$84.8K | 0.01% | 1065 |
|
|
2025
Q1 | $41.9K | Buy |
408
+116
| +40% | +$11.9K | ﹤0.01% | 1317 |
|
|
2024
Q4 | $31.8K | Buy |
292
+47
| +19% | +$5.12K | ﹤0.01% | 1388 |
|
|
2024
Q3 | $35.2K | Buy |
245
+43
| +21% | +$6.17K | ﹤0.01% | 1220 |
|
|
2024
Q2 | $26.7K | Buy |
202
+58
| +40% | +$7.66K | ﹤0.01% | 1366 |
|
|
2024
Q1 | $16K | Sell |
144
-164
| -53% | -$18.3K | ﹤0.01% | 1467 |
|
|
2023
Q4 | $31.8K | Buy |
308
+16
| +5% | +$1.65K | ﹤0.01% | 1066 |
|
|
2023
Q3 | $21.6K | Hold |
292
| – | – | ﹤0.01% | 1094 |
|
|
2023
Q2 | $22.7K | Sell |
292
-13
| -4% | -$1.01K | ﹤0.01% | 1111 |
|
|
2023
Q1 | $17.8K | Buy |
305
+15
| +5% | +$874 | ﹤0.01% | 1120 |
|
|
2022
Q4 | $13.2K | Buy |
290
+224
| +339% | +$10.2K | ﹤0.01% | 1225 |
|
|
2022
Q3 | $2K | Sell |
66
-15
| -19% | -$455 | ﹤0.01% | 1709 |
|
|
2022
Q2 | $3K | Sell |
81
-21
| -21% | -$778 | ﹤0.01% | 1419 |
|
|
2022
Q1 | $4K | Buy |
102
+43
| +73% | +$1.69K | ﹤0.01% | 1355 |
|
|
2021
Q4 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 1447 |
|