NWWA
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New Wave Wealth Advisors’s Pultegroup PHM Stock Holding History

New Wave Wealth Advisors’s Portfolio PHM Stock Details PHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,423
Closed -$373K – 529
2024
Q4 		$373K Buy
3,423
+12
+0.4% +$1.31K 0.15% 87
2024
Q3 		$490K Buy
3,411
+13
+0.4% +$1.87K 0.23% 65
2024
Q2 		$374K Buy
+3,398
New +$374K 0.2% 79