Exencial Wealth Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
2,445
-57
| -2% | -$6.01K | 0.01% | 451 |
|
|
2025
Q1 | $257K | Buy |
2,502
+70
| +3% | +$7.2K | 0.01% | 444 |
|
|
2024
Q4 | $265K | Sell |
2,432
-129
| -5% | -$14K | 0.01% | 438 |
|
|
2024
Q3 | $368K | Sell |
2,561
-19
| -0.7% | -$2.73K | 0.01% | 405 |
|
|
2024
Q2 | $284K | Sell |
2,580
-95
| -4% | -$10.5K | 0.01% | 426 |
|
|
2024
Q1 | $323K | Sell |
2,675
-62
| -2% | -$7.48K | 0.01% | 420 |
|
|
2023
Q4 | $283K | Buy |
+2,737
| New | +$283K | 0.01% | 420 |
|