LA
LVW Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
5,170
-1,783
| -26% | -$188K | 0.06% | 179 |
|
|
2025
Q1 | $715K | Sell |
6,953
-2,659
| -28% | -$273K | 0.09% | 134 |
|
|
2024
Q4 | $1.05M | Sell |
9,612
-597
| -6% | -$65K | 0.13% | 104 |
|
|
2024
Q3 | $1.47M | Buy |
10,209
+2,298
| +29% | +$330K | 0.19% | 85 |
|
|
2024
Q2 | $871K | Buy |
7,911
+5,754
| +267% | +$634K | 0.13% | 103 |
|
|
2024
Q1 | $260K | Buy |
+2,157
| New | +$260K | 0.04% | 242 |
|