MWA
Midland Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Hold |
8,121
| – | – | 0.05% | 82 |
|
|
2025
Q1 | $835K | Hold |
8,121
| – | – | 0.05% | 87 |
|
|
2024
Q4 | $884K | Hold |
8,121
| – | – | 0.05% | 89 |
|
|
2024
Q3 | $1.17M | Hold |
8,121
| – | – | 0.07% | 76 |
|
|
2024
Q2 | $894K | Hold |
8,121
| – | – | 0.05% | 97 |
|
|
2024
Q1 | $980K | Sell |
8,121
-5
| -0.1% | -$603 | 0.06% | 88 |
|
|
2023
Q4 | $839K | Buy |
+8,126
| New | +$839K | 0.06% | 100 |
|