Lake Street Advisors Group’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$201K Sell
1,841
-140
-7% -$15.3K 0.01% 567
2024
Q3
$285K Buy
1,981
+46
+2% +$6.61K 0.01% 470
2024
Q2
$213K Sell
1,935
-91
-4% -$10K 0.01% 525
2024
Q1
$245K Sell
2,026
-1
-0% -$121 0.01% 506
2023
Q4
$210K Buy
+2,027
New +$210K 0.01% 532