JFS Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Sell |
212
-5
| -2% | -$527 | ﹤0.01% | 635 |
|
|
2025
Q1 | $22.3K | Buy |
217
+5
| +2% | +$514 | ﹤0.01% | 636 |
|
|
2024
Q4 | $23.1K | Hold |
212
| – | – | ﹤0.01% | 608 |
|
|
2024
Q3 | $30.4K | Sell |
212
-45
| -18% | -$6.46K | ﹤0.01% | 550 |
|
|
2024
Q2 | $28.3K | Sell |
257
-121
| -32% | -$13.3K | ﹤0.01% | 523 |
|
|
2024
Q1 | $45.6K | Buy |
378
+111
| +42% | +$13.4K | ﹤0.01% | 444 |
|
|
2023
Q4 | $27.6K | Buy |
267
+9
| +3% | +$929 | ﹤0.01% | 517 |
|
|
2023
Q3 | $19.1K | Hold |
258
| – | – | ﹤0.01% | 559 |
|
|
2023
Q2 | $20K | Hold |
258
| – | – | ﹤0.01% | 544 |
|
|
2023
Q1 | $15K | Sell |
258
-11
| -4% | -$641 | ﹤0.01% | 597 |
|
|
2022
Q4 | $12.2K | Buy |
269
+14
| +5% | +$637 | ﹤0.01% | 639 |
|
|
2022
Q3 | $10K | Buy |
255
+83
| +48% | +$3.26K | ﹤0.01% | 732 |
|
|
2022
Q2 | $7K | Buy |
172
+53
| +45% | +$2.16K | ﹤0.01% | 889 |
|
|
2022
Q1 | $5K | Buy |
119
+43
| +57% | +$1.81K | ﹤0.01% | 1057 |
|
|
2021
Q4 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 874 |
|