MWPCG
Measured Wealth Private Client Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
2,223
-1,321
| -37% | -$139K | 0.07% | 163 |
|
|
2025
Q1 | $364K | Buy |
3,544
+651
| +23% | +$66.9K | 0.12% | 121 |
|
|
2024
Q4 | $315K | Buy |
2,893
+1,196
| +70% | +$130K | 0.1% | 134 |
|
|
2024
Q3 | $244K | Buy |
+1,697
| New | +$244K | 0.08% | 153 |
|
|
2018
Q4 | – | Sell |
-610
| Closed | -$15K | – | 527 |
|
|
2018
Q3 | $15K | Buy |
+610
| New | +$15K | 0.01% | 565 |
|