Kestra Private Wealth Services’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 | $336K | Sell |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $868K | Buy |
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|
2023
Q4 | $739K | Buy |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $266K | Sell |
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|
2021
Q2 | $358K | Buy |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q3 | $240K | Buy |
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