Jackson Wealth Management’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,355
Closed -$1.2M 170
2024
Q3
$1.2M Buy
+8,355
New +$1.2M 0.14% 86
2020
Q1
Sell
-20,000
Closed -$870K 151
2019
Q4
$870K Buy
+20,000
New +$870K 0.14% 116