MSWM
McGlone Suttner Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
2,224
-10
| -0.4% | -$1.06K | 0.04% | 176 |
|
|
2025
Q1 | $230K | Buy |
2,234
+133
| +6% | +$13.7K | 0.04% | 173 |
|
|
2024
Q4 | $229K | Sell |
2,101
-1,096
| -34% | -$119K | 0.04% | 160 |
|
|
2024
Q3 | $459K | Buy |
3,197
+1,244
| +64% | +$179K | 0.1% | 104 |
|
|
2024
Q2 | $202K | Sell |
1,953
-712
| -27% | -$73.5K | 0.04% | 157 |
|
|
2024
Q1 | $321K | Buy |
2,665
+712
| +36% | +$85.9K | 0.06% | 126 |
|
|
2023
Q4 | $202K | Buy |
+1,953
| New | +$202K | 0.04% | 157 |
|