KWM
Kingsview Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Buy |
89,355
+167
| +0.2% | +$17.6K | 0.16% | 123 |
|
|
2025
Q1 | $9.17M | Buy |
89,188
+86,014
| +2,710% | +$8.84M | 0.17% | 127 |
|
|
2024
Q4 | $346K | Sell |
3,174
-412
| -11% | -$44.9K | 0.01% | 844 |
|
|
2024
Q3 | $515K | Buy |
3,586
+113
| +3% | +$16.2K | 0.01% | 710 |
|
|
2024
Q2 | $382K | Buy |
+3,473
| New | +$382K | 0.01% | 762 |
|
|
2021
Q1 | – | Sell |
-17,871
| Closed | -$771K | – | 855 |
|
|
2020
Q4 | $771K | Buy |
17,871
+12,383
| +226% | +$534K | 0.06% | 338 |
|
|
2020
Q3 | $254K | Buy |
+5,488
| New | +$254K | 0.02% | 513 |
|
|
2018
Q2 | – | Sell |
-15,370
| Closed | -$453K | – | 330 |
|
|
2018
Q1 | $453K | Sell |
15,370
-1,800
| -10% | -$53.1K | 0.11% | 210 |
|
|
2017
Q4 | $571K | Sell |
17,170
-3,840
| -18% | -$128K | 0.2% | 153 |
|
|
2017
Q3 | $574K | Sell |
21,010
-440
| -2% | -$12K | 0.25% | 126 |
|
|
2017
Q2 | $526K | Buy |
21,450
+6,900
| +47% | +$169K | 0.27% | 117 |
|
|
2017
Q1 | $343K | Buy |
+14,550
| New | +$343K | 0.2% | 150 |
|