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
2025
Q2
$225K Buy
2025
Q1
$219K Buy
2024
Q4
$229K Buy
2024
Q3
$226K Buy
2023
Q2
Sell
2023
Q1
$225K Sell
2022
Q4
$949K Buy
2022
Q3
$766K Buy
2022
Q2
$759K Buy