FIA
Foundations Investment Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
2,166
-164
| -7% | -$17.3K | ﹤0.01% | 838 |
|
|
2025
Q1 | $240K | Buy |
+2,330
| New | +$240K | ﹤0.01% | 777 |
|
|
2024
Q2 | – | Sell |
-2,740
| Closed | -$331K | – | 788 |
|
|
2024
Q1 | $331K | Buy |
2,740
+159
| +6% | +$19.2K | 0.01% | 559 |
|
|
2023
Q4 | $275K | Buy |
+2,581
| New | +$275K | 0.01% | 573 |
|