Independent Advisor Alliance’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
6,414
-2,598
| -29% | -$274K | 0.02% | 502 |
|
|
2025
Q1 | $926K | Sell |
9,012
-856
| -9% | -$88K | 0.03% | 384 |
|
|
2024
Q4 | $1.07M | Buy |
9,868
+1,735
| +21% | +$189K | 0.01% | 712 |
|
|
2024
Q3 | $1.17M | Buy |
8,133
+2,615
| +47% | +$375K | 0.04% | 302 |
|
|
2024
Q2 | $608K | Buy |
5,518
+1,239
| +29% | +$136K | 0.02% | 419 |
|
|
2024
Q1 | $516K | Buy |
4,279
+1,925
| +82% | +$232K | 0.02% | 451 |
|
|
2023
Q4 | $243K | Buy |
+2,354
| New | +$243K | 0.01% | 599 |
|