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 |
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|
2025
Q1 | $570K | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $995K | Buy |
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|
2023
Q2 | $753K | Buy |
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $583K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $401K | Sell |
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|
2019
Q4 | $735K | Buy |
|