KMG Fiduciary Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
3,322
-107
| -3% | -$11.3K | 0.03% | 250 |
|
|
2025
Q1 | $352K | Buy |
3,429
+98
| +3% | +$10.1K | 0.03% | 242 |
|
|
2024
Q4 | $363K | Buy |
3,331
+27
| +0.8% | +$2.94K | 0.03% | 231 |
|
|
2024
Q3 | $474K | Hold |
3,304
| – | – | 0.04% | 214 |
|
|
2024
Q2 | $364K | Buy |
3,304
+201
| +6% | +$22.1K | 0.04% | 199 |
|
|
2024
Q1 | $374K | Buy |
3,103
+1
| +0% | +$121 | 0.04% | 190 |
|
|
2023
Q4 | $320K | Buy |
3,102
+121
| +4% | +$12.5K | 0.04% | 196 |
|
|
2023
Q3 | $221K | Buy |
2,981
+1
| +0% | +$74 | 0.03% | 219 |
|
|
2023
Q2 | $232K | Buy |
+2,980
| New | +$232K | 0.03% | 216 |
|