Hyperion Capital Advisors’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,388
Closed -$343K 126
2024
Q3
$343K Hold
2,388
0.16% 48
2024
Q2
$263K Hold
2,388
0.12% 68
2024
Q1
$288K Buy
+2,388
New +$288K 0.14% 61