PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Beazer Homes USA BZH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-12
Closed -$243 523
2025
Q4
$243 Hold
12
﹤0.01% 516
2025
Q3
$295 Buy
+12
New +$295 ﹤0.01% 525

Other funds holding BZH

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BZH Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Beazer Homes USA (BZH) in Q1 2026, closing a stake of 12 shares — an estimated $243 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BZH in Q3 2025 and held it in 2 quarters. The position peaked at $295 in Q3 2025. 177 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Beazer Homes USA position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 12 Beazer Homes USA shares in Q1 2026, an estimated $243.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Beazer Homes USA in Q3 2025 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Beazer Homes USA position peaked at $295 in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.