EverSource Wealth Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
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|
2025
Q1 | $41.9K | Buy |
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|
2024
Q4 | $31.8K | Buy |
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|
2024
Q3 | $35.2K | Buy |
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|
2024
Q2 | $26.7K | Buy |
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|
2024
Q1 | $16K | Sell |
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|
2023
Q4 | $31.8K | Buy |
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|
2023
Q3 | $21.6K | Hold |
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|
2023
Q2 | $22.7K | Sell |
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|
2023
Q1 | $17.8K | Buy |
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|
2022
Q4 | $13.2K | Buy |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $3K | Buy |
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