MWM
PHM icon

Modern Wealth Management’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
2,633
-492
-16% -$51.9K 0.01% 617
2025
Q1
$321K Buy
+3,125
New +$321K 0.01% 506
2024
Q4
Sell
-1,668
Closed -$239K 596
2024
Q3
$239K Buy
+1,668
New +$239K 0.01% 384