KWM
Keebeck Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
4,602
-18
| -0.4% | -$1.9K | 0.06% | 205 |
|
|
2025
Q1 | $476K | Sell |
4,620
-1,172
| -20% | -$121K | 0.07% | 171 |
|
|
2024
Q4 | $632K | Buy |
5,792
+162
| +3% | +$17.7K | 0.09% | 150 |
|
|
2024
Q3 | $809K | Sell |
5,630
-321
| -5% | -$46.1K | 0.12% | 139 |
|
|
2024
Q2 | $656K | Buy |
5,951
+3
| +0.1% | +$331 | 0.1% | 152 |
|
|
2024
Q1 | $719K | Hold |
5,948
| – | – | 0.11% | 156 |
|
|
2023
Q4 | $615K | Buy |
5,948
+424
| +8% | +$43.9K | 0.1% | 157 |
|
|
2023
Q3 | $410K | Hold |
5,524
| – | – | 0.07% | 188 |
|
|
2023
Q2 | $430K | Hold |
5,524
| – | – | 0.06% | 190 |
|
|
2023
Q1 | $323K | Buy |
5,524
+90
| +2% | +$5.26K | 0.05% | 202 |
|
|
2022
Q4 | $248K | Buy |
5,434
+14
| +0.3% | +$640 | 0.04% | 212 |
|
|
2022
Q3 | $204K | Hold |
5,420
| – | – | 0.04% | 221 |
|
|
2022
Q2 | $216K | Buy |
5,420
+6
| +0.1% | +$239 | 0.04% | 220 |
|
|
2022
Q1 | $228K | Buy |
5,414
+5
| +0.1% | +$211 | 0.04% | 223 |
|
|
2021
Q4 | $310K | Hold |
5,409
| – | – | 0.06% | 183 |
|
|
2021
Q3 | $249K | Hold |
5,409
| – | – | 0.05% | 188 |
|
|
2021
Q2 | $296K | Buy |
+5,409
| New | +$296K | 0.04% | 207 |
|
|
2020
Q4 | – | Sell |
-5,409
| Closed | -$251K | – | 207 |
|
|
2020
Q3 | $251K | Hold |
5,409
| – | – | 0.05% | 167 |
|
|
2020
Q2 | $184K | Buy |
+5,409
| New | +$184K | 0.06% | 159 |
|
|
2020
Q1 | – | Sell |
-5,409
| Closed | -$210K | – | 282 |
|
|
2019
Q4 | $210K | Buy |
+5,409
| New | +$210K | 0.07% | 140 |
|