KWM
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Kolinsky Wealth Management’s Pultegroup PHM Stock Holding History

Kolinsky Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$224K Sell
2,059
-18
-0.9% -$2.34K 0.14% 154
2024
Q3 		$298K Sell
2,077
-112
-5% -$14.2K 0.19% 119
2024
Q2 		$241K Sell
2,189
-619
-22% -$70.3K 0.17% 126
2024
Q1 		$339K Sell
2,808
-178
-6% -$19.1K 0.26% 95
2023
Q4 		$308K Buy
+2,986
New +$254K 0.27% 93
2023
Q3 		– Sell
-2,795
Closed -$216K – 140
2023
Q2 		$216K Buy
+2,795
New +$189K 0.21% 120

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return