Lido Advisors’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$901K Buy
8,527
+505
+6% +$53.4K ﹤0.01% 799
2025
Q1
$826K Buy
8,022
+5,029
+168% +$518K ﹤0.01% 793
2024
Q4
$327K Sell
2,993
-602
-17% -$65.7K ﹤0.01% 1079
2024
Q3
$516K Sell
3,595
-69,246
-95% -$9.94M ﹤0.01% 854
2024
Q2
$8.03M Buy
72,841
+67,482
+1,259% +$7.44M 0.04% 204
2024
Q1
$648K Sell
5,359
-967
-15% -$117K ﹤0.01% 735
2023
Q4
$654K Buy
6,326
+365
+6% +$37.7K ﹤0.01% 693
2023
Q3
$441K Buy
+5,961
New +$441K ﹤0.01% 702