HBK Sorce Advisory’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$252K Buy
2022
Q1
Sell
2021
Q4
$300K Buy
2021
Q3
$239K Buy
2021
Q2
$283K Buy
2019
Q2
Sell
2019
Q1
$228K Buy
2018
Q4
$210K Sell
2018
Q3
$202K Sell
2018
Q2
$237K Hold
2018
Q1
$243K Sell
2017
Q4
$276K Buy
2017
Q3
$212K Sell
2017
Q2
$241K Buy
2017
Q1
Hold