JWM
Jupiter Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
+9,900
| New | +$1.29M | 0.65% | 33 |
|
|
2025
Q1 | – | Sell |
-12,902
| Closed | -$1.41M | – | 83 |
|
|
2024
Q4 | $1.41M | Sell |
12,902
-700
| -5% | -$76.2K | 0.7% | 35 |
|
|
2024
Q3 | $1.95M | Buy |
13,602
+780
| +6% | +$112K | 1% | 29 |
|
|
2024
Q2 | $1.69M | Buy |
12,822
+622
| +5% | +$82.1K | 0.9% | 33 |
|
|
2024
Q1 | $1.41M | Buy |
12,200
+1,000
| +9% | +$116K | 0.75% | 34 |
|
|
2023
Q4 | $1.16M | Hold |
11,200
| – | – | 0.68% | 38 |
|
|
2023
Q3 | $923K | Sell |
11,200
-2,000
| -15% | -$165K | 0.6% | 43 |
|
|
2023
Q2 | $1.03M | Buy |
13,200
+7,500
| +132% | +$583K | 0.88% | 32 |
|
|
2023
Q1 | $332K | Buy |
+5,700
| New | +$332K | 0.31% | 48 |
|