GWANC
Guardian Wealth Advisors (North Carolina)’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
2,134
+7
| +0.3% | +$738 | 0.02% | 313 |
|
|
2025
Q1 | $219K | Buy |
2,127
+24
| +1% | +$2.47K | 0.02% | 294 |
|
|
2024
Q4 | $229K | Buy |
2,103
+530
| +34% | +$57.7K | 0.02% | 295 |
|
|
2024
Q3 | $226K | Buy |
+1,573
| New | +$226K | 0.02% | 250 |
|
|
2023
Q2 | – | Sell |
-3,838
| Closed | -$225K | – | 430 |
|
|
2023
Q1 | $225K | Sell |
3,838
-16,936
| -82% | -$991K | 0.04% | 202 |
|
|
2022
Q4 | $949K | Buy |
20,774
+442
| +2% | +$20.2K | 0.18% | 71 |
|
|
2022
Q3 | $766K | Buy |
20,332
+1,254
| +7% | +$47.2K | 0.14% | 79 |
|
|
2022
Q2 | $759K | Buy |
+19,078
| New | +$759K | 0.14% | 80 |
|