Kingsview 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 | $9.42M | Buy |
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|
2025
Q1 | $9.17M | Buy |
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|
2024
Q4 | $346K | Sell |
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|
2024
Q3 | $515K | Buy |
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|
2024
Q2 | $382K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $771K | Buy |
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|
2020
Q3 | $254K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $453K | Sell |
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|
2017
Q4 | $571K | Sell |
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|
2017
Q3 | $574K | Sell |
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|
2017
Q2 | $526K | Buy |
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|
2017
Q1 | $343K | Buy |
|