KWM
Kolinsky Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $224K | Sell |
2,059
-18
| -0.9% | -$1.96K | 0.14% | 154 |
|
|
2024
Q3 | $298K | Sell |
2,077
-112
| -5% | -$16.1K | 0.19% | 119 |
|
|
2024
Q2 | $241K | Sell |
2,189
-619
| -22% | -$68.2K | 0.17% | 126 |
|
|
2024
Q1 | $339K | Sell |
2,808
-178
| -6% | -$21.5K | 0.26% | 95 |
|
|
2023
Q4 | $308K | Buy |
+2,986
| New | +$308K | 0.27% | 93 |
|
|
2023
Q3 | – | Sell |
-2,795
| Closed | -$216K | – | 140 |
|
|
2023
Q2 | $216K | Buy |
+2,795
| New | +$216K | 0.21% | 120 |
|