Golden State Wealth 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
$43.1K Sell
409
-500
-55% -$52.7K 0.01% 681
2025
Q1
$93.4K Buy
909
+125
+16% +$12.9K 0.01% 460
2024
Q4
$85.4K Buy
+784
New +$85.4K 0.01% 458
2020
Q4
Sell
-1,900
Closed -$88K 369
2020
Q3
$88K Buy
+1,900
New +$88K 0.03% 274