MWM
MorganRosel Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,545
| Closed | -$570K | – | 375 |
|
|
2025
Q1 | $570K | Sell |
5,545
-5,451
| -50% | -$560K | 0.17% | 77 |
|
|
2024
Q4 | $1.2M | Buy |
10,996
+3,120
| +40% | +$340K | 0.39% | 49 |
|
|
2024
Q3 | $1.13M | Sell |
7,876
-2,123
| -21% | -$305K | 0.37% | 51 |
|
|
2024
Q2 | $1.1M | Sell |
9,999
-904
| -8% | -$99.5K | 0.39% | 45 |
|
|
2024
Q1 | $1.32M | Sell |
10,903
-1,286
| -11% | -$155K | 0.47% | 37 |
|
|
2023
Q4 | $1.26M | Sell |
12,189
-1,246
| -9% | -$129K | 0.49% | 33 |
|
|
2023
Q3 | $995K | Buy |
13,435
+3,739
| +39% | +$277K | 0.42% | 41 |
|
|
2023
Q2 | $753K | Buy |
+9,696
| New | +$753K | 0.31% | 63 |
|
|
2021
Q1 | – | Sell |
-13,253
| Closed | -$571K | – | 86 |
|
|
2020
Q4 | $571K | Buy |
13,253
+655
| +5% | +$28.2K | 0.4% | 53 |
|
|
2020
Q3 | $583K | Buy |
+12,598
| New | +$583K | 0.47% | 43 |
|
|
2020
Q2 | – | Sell |
-17,964
| Closed | -$401K | – | 72 |
|
|
2020
Q1 | $401K | Sell |
17,964
-979
| -5% | -$21.9K | 0.46% | 50 |
|
|
2019
Q4 | $735K | Buy |
+18,943
| New | +$735K | 0.56% | 37 |
|