Focus Partners Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
13,820
+1,303
| +10% | +$137K | ﹤0.01% | 989 |
|
|
2025
Q1 | $1.29M | Buy |
12,517
+2,114
| +20% | +$217K | ﹤0.01% | 975 |
|
|
2024
Q4 | $1.13M | Buy |
10,403
+841
| +9% | +$91.6K | ﹤0.01% | 1008 |
|
|
2024
Q3 | $1.37M | Sell |
9,562
-2,404
| -20% | -$345K | ﹤0.01% | 860 |
|
|
2024
Q2 | $1.32M | Buy |
+11,966
| New | +$1.32M | ﹤0.01% | 737 |
|