MWM
Moran Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
181,339
-9,288
| -5% | -$980K | 0.59% | 45 |
|
|
2025
Q1 | $19.6M | Sell |
190,627
-57,553
| -23% | -$5.92M | 0.66% | 40 |
|
|
2024
Q4 | $27M | Sell |
248,180
-6,906
| -3% | -$752K | 0.86% | 21 |
|
|
2024
Q3 | $36.6M | Sell |
255,086
-6,227
| -2% | -$894K | 1.13% | 12 |
|
|
2024
Q2 | $28.8M | Buy |
261,313
+114,968
| +79% | +$12.7M | 0.95% | 18 |
|
|
2024
Q1 | $17.7M | Buy |
146,345
+11,467
| +9% | +$1.38M | 0.57% | 52 |
|
|
2023
Q4 | $13.9M | Sell |
134,878
-6,618
| -5% | -$683K | 0.5% | 63 |
|
|
2023
Q3 | $10.5M | Sell |
141,496
-589
| -0.4% | -$43.6K | 0.41% | 94 |
|
|
2023
Q2 | $11M | Sell |
142,085
-3,637
| -2% | -$283K | 0.41% | 88 |
|
|
2023
Q1 | $8.49M | Buy |
145,722
+11,934
| +9% | +$696K | 0.32% | 111 |
|
|
2022
Q4 | $6.09M | Buy |
+133,788
| New | +$6.09M | 0.23% | 127 |
|