Independent Advisor Alliance’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$676K Sell
2025
Q1
$926K Sell
2024
Q4
$1.07M Buy
2024
Q3
$1.17M Buy
2024
Q2
$608K Buy
2024
Q1
$516K Buy
2023
Q4
$243K Buy