MWM
Meridian Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Sell |
5,280
-4,828
| -48% | -$509K | 0.02% | 422 |
|
|
2025
Q1 | $1.04M | Sell |
10,108
-3,116
| -24% | -$320K | 0.05% | 286 |
|
|
2024
Q4 | $1.44M | Buy |
13,224
+95
| +0.7% | +$10.3K | 0.07% | 226 |
|
|
2024
Q3 | $1.88M | Buy |
+13,129
| New | +$1.88M | 0.09% | 186 |
|
|
2024
Q1 | – | Sell |
-2,690
| Closed | -$278K | – | 411 |
|
|
2023
Q4 | $278K | Buy |
+2,690
| New | +$278K | 0.02% | 510 |
|
|
2020
Q1 | – | Sell |
-12,932
| Closed | -$501K | – | 240 |
|
|
2019
Q4 | $501K | Buy |
12,932
+560
| +5% | +$21.7K | 0.24% | 86 |
|
|
2019
Q3 | $452K | Sell |
12,372
-354
| -3% | -$12.9K | 0.21% | 94 |
|
|
2019
Q2 | $4.02K | Buy |
+12,726
| New | +$4.02K | 0.16% | 107 |
|