MorganRosel Wealth Management’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$570K Sell
2024
Q4
$1.2M Buy
2024
Q3
$1.13M Sell
2024
Q2
$1.1M Sell
2024
Q1
$1.32M Sell
2023
Q4
$1.26M Sell
2023
Q3
$995K Buy
2023
Q2
$753K Buy
2021
Q1
Sell
2020
Q4
$571K Buy
2020
Q3
$583K Buy
2020
Q2
Sell
2020
Q1
$401K Sell
2019
Q4
$735K Buy