NWAM LLC’s Pultegroup PHM Stock Holding History

NWAM LLC’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,864	Closed	-$268K	–	629
2024 Q3	$268K	Sell	1,864 -233	-11%	-$29.6K	0.02%	529
2024 Q2	$231K	Buy	2,097 +41	+2%	+$4.66K	0.07%	134
2024 Q1	$241K	Buy	+2,056	New	+$221K	0.02%	489
2022 Q4	–	Sell	-33,952	Closed	-$1.27M	–	533
2022 Q3	$1.27M	Buy	+33,952	New	+$1.43M	0.12%	173

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NWAM LLC's PHM Position: Q4 2024 in Review

NWAM LLC sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,864 shares — an estimated $268K sold.

NWAM LLC first reported a position in PHM in Q3 2022 and held it in 4 quarters. The position peaked at $1.27M in Q3 2022. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

NWAM LLC reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
NWAM LLC sold 1,864 Pultegroup shares in Q4 2024, an estimated $268K.
NWAM LLC first reported a position in Pultegroup in Q3 2022 and held it in 4 quarters.
NWAM LLC's Pultegroup position peaked at $1.27M in Q3 2022.
985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on NWAM LLC's 13F filing for Q4 2024, filed 5 Feb 2025.