Impact Partnership Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,262
| Closed | -$464K | – | 322 |
|
|
2024
Q4 | $464K | Buy |
+4,262
| New | +$464K | 0.09% | 137 |
|
|
2024
Q3 | – | Sell |
-4,094
| Closed | -$451K | – | 274 |
|
|
2024
Q2 | $451K | Buy |
4,094
+2,017
| +97% | +$222K | 0.12% | 112 |
|
|
2024
Q1 | $251K | Buy |
2,077
+69
| +3% | +$8.33K | 0.1% | 141 |
|
|
2023
Q4 | $207K | Sell |
2,008
-1,068
| -35% | -$110K | 0.08% | 179 |
|
|
2023
Q3 | $228K | Sell |
3,076
-2,315
| -43% | -$171K | 0.07% | 162 |
|
|
2023
Q2 | $419K | Buy |
+5,391
| New | +$419K | 0.15% | 84 |
|