J.W. Cole Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $497K | Buy |
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|
2025
Q2 | $382K | Buy |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $213K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $216K | Buy |
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