J.W. Cole Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
3,623
+323
| +10% | +$34.1K | 0.01% | 1027 |
|
|
2025
Q1 | $339K | Buy |
3,300
+298
| +10% | +$30.6K | 0.01% | 905 |
|
|
2024
Q4 | $327K | Sell |
3,002
-85
| -3% | -$9.26K | 0.01% | 748 |
|
|
2024
Q3 | $443K | Sell |
3,087
-12
| -0.4% | -$1.72K | 0.02% | 640 |
|
|
2024
Q2 | $341K | Buy |
3,099
+28
| +0.9% | +$3.08K | 0.02% | 661 |
|
|
2024
Q1 | $370K | Buy |
3,071
+31
| +1% | +$3.74K | 0.02% | 619 |
|
|
2023
Q4 | $314K | Buy |
3,040
+204
| +7% | +$21.1K | 0.02% | 634 |
|
|
2023
Q3 | $210K | Buy |
2,836
+98
| +4% | +$7.26K | 0.02% | 672 |
|
|
2023
Q2 | $213K | Buy |
+2,738
| New | +$213K | 0.02% | 686 |
|
|
2021
Q3 | – | Sell |
-3,954
| Closed | -$216K | – | 668 |
|
|
2021
Q2 | $216K | Buy |
+3,954
| New | +$216K | 0.02% | 679 |
|