Guardian Wealth Advisors (North Carolina)’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $247K | Sell |
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|
2025
Q4 | $253K | Buy |
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|
2025
Q3 | $280K | Sell |
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|
2025
Q2 | $225K | Buy |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | $229K | Buy |
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|
2024
Q3 | $226K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $949K | Buy |
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|
2022
Q3 | $766K | Buy |
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|
2022
Q2 | $759K | Buy |
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