Financial Advocates Investment Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,859
| Closed | -$1.51M | – | 753 |
|
|
2024
Q4 | $1.51M | Sell |
13,859
-353
| -2% | -$38.4K | 0.09% | 217 |
|
|
2024
Q3 | $2.04M | Buy |
+14,212
| New | +$2.04M | 0.12% | 180 |
|
|
2024
Q2 | – | Sell |
-2,818
| Closed | -$340K | – | 774 |
|
|
2024
Q1 | $340K | Buy |
2,818
+1
| +0% | +$121 | 0.02% | 545 |
|
|
2023
Q4 | $291K | Buy |
+2,817
| New | +$291K | 0.02% | 565 |
|