GeoWealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
3,306
-2,255
| -41% | -$238K | 0.01% | 506 |
|
|
2025
Q1 | $572K | Buy |
5,561
+2,115
| +61% | +$217K | 0.02% | 394 |
|
|
2024
Q4 | $375K | Sell |
3,446
-5,919
| -63% | -$645K | 0.01% | 556 |
|
|
2024
Q3 | $1.34M | Buy |
9,365
+5,062
| +118% | +$727K | 0.05% | 245 |
|
|
2024
Q2 | $474K | Sell |
4,303
-3,724
| -46% | -$410K | 0.02% | 445 |
|
|
2024
Q1 | $968K | Buy |
8,027
+6,640
| +479% | +$801K | 0.04% | 303 |
|
|
2023
Q4 | $142K | Buy |
1,387
+849
| +158% | +$86.9K | 0.01% | 544 |
|
|
2023
Q3 | $41K | Buy |
+538
| New | +$41K | ﹤0.01% | 404 |
|