IAG Wealth Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07K | Sell |
20
-36
| -64% | -$3.72K | ﹤0.01% | 439 |
|
|
2025
Q1 | $5.76K | Hold |
56
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $6.1K | Hold |
56
| – | – | ﹤0.01% | 408 |
|
|
2024
Q3 | $8.04K | Hold |
56
| – | – | ﹤0.01% | 369 |
|
|
2024
Q2 | $6.17K | Buy |
+56
| New | +$6.17K | ﹤0.01% | 380 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 466 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 485 |
|
|
2020
Q3 | – | Sell |
-35
| Closed | -$2K | – | 418 |
|
|
2020
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 365 |
|
|
2020
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 399 |
|
|
2019
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 387 |
|