Keebeck Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $809K | Sell |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $719K | Hold |
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|
2023
Q4 | $615K | Buy |
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|
2023
Q3 | $410K | Hold |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $323K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $310K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $296K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $251K | Hold |
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|
2020
Q2 | $184K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
|