Kestra Private Wealth Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
3,185
-431
| -12% | -$45.5K | ﹤0.01% | 1218 |
|
|
2025
Q1 | $372K | Hold |
3,616
| – | – | 0.01% | 1095 |
|
|
2024
Q4 | $394K | Buy |
3,616
+906
| +33% | +$98.7K | 0.01% | 1029 |
|
|
2024
Q3 | $389K | Sell |
2,710
-568
| -17% | -$81.5K | 0.01% | 981 |
|
|
2024
Q2 | $361K | Sell |
3,278
-3,915
| -54% | -$431K | 0.01% | 971 |
|
|
2024
Q1 | $868K | Buy |
7,193
+30
| +0.4% | +$3.62K | 0.02% | 600 |
|
|
2023
Q4 | $739K | Buy |
7,163
+3,780
| +112% | +$390K | 0.02% | 607 |
|
|
2023
Q3 | $251K | Buy |
3,383
+72
| +2% | +$5.33K | 0.01% | 950 |
|
|
2023
Q2 | $257K | Buy |
+3,311
| New | +$257K | 0.01% | 874 |
|
|
2023
Q1 | – | Sell |
-8,483
| Closed | -$386K | – | 1087 |
|
|
2022
Q4 | $386K | Buy |
8,483
+2,520
| +42% | +$115K | 0.02% | 594 |
|
|
2022
Q3 | $224K | Sell |
5,963
-4
| -0.1% | -$150 | 0.01% | 747 |
|
|
2022
Q2 | $236K | Sell |
5,967
-11
| -0.2% | -$435 | 0.01% | 737 |
|
|
2022
Q1 | $250K | Sell |
5,978
-705
| -11% | -$29.5K | 0.01% | 805 |
|
|
2021
Q4 | $382K | Buy |
6,683
+900
| +16% | +$51.4K | 0.02% | 674 |
|
|
2021
Q3 | $266K | Sell |
5,783
-770
| -12% | -$35.4K | 0.01% | 754 |
|
|
2021
Q2 | $358K | Buy |
6,553
+537
| +9% | +$29.3K | 0.02% | 611 |
|
|
2021
Q1 | $315K | Buy |
6,016
+726
| +14% | +$38K | 0.02% | 590 |
|
|
2020
Q4 | $233K | Buy |
5,290
+107
| +2% | +$4.71K | 0.02% | 627 |
|
|
2020
Q3 | $240K | Buy |
+5,183
| New | +$240K | 0.02% | 553 |
|