OWA
One Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
4,700
+1,281
| +37% | +$135K | 0.07% | 155 |
|
|
2025
Q1 | $352K | Buy |
3,419
+3
| +0.1% | +$309 | 0.05% | 188 |
|
|
2024
Q4 | $372K | Sell |
3,416
-93
| -3% | -$10.1K | 0.06% | 160 |
|
|
2024
Q3 | $504K | Sell |
3,509
-107
| -3% | -$15.4K | 0.08% | 124 |
|
|
2024
Q2 | $445K | Sell |
3,616
-2
| -0.1% | -$246 | 0.1% | 118 |
|
|
2024
Q1 | $437K | Sell |
3,618
-26
| -0.7% | -$3.14K | 0.08% | 139 |
|
|
2023
Q4 | $377K | Buy |
3,644
+830
| +29% | +$85.8K | 0.07% | 131 |
|
|
2023
Q3 | $208K | Buy |
2,814
+163
| +6% | +$12.1K | 0.05% | 178 |
|
|
2023
Q2 | $206K | Sell |
2,651
-2,968
| -53% | -$231K | 0.04% | 200 |
|
|
2023
Q1 | $327K | Sell |
5,619
-78
| -1% | -$4.55K | 0.08% | 139 |
|
|
2022
Q4 | $259K | Sell |
5,697
-3,163
| -36% | -$144K | 0.06% | 158 |
|
|
2022
Q3 | $332K | Buy |
8,860
+178
| +2% | +$6.67K | 0.11% | 106 |
|
|
2022
Q2 | $344K | Buy |
8,682
+1,822
| +27% | +$72.2K | 0.09% | 117 |
|
|
2022
Q1 | $287K | Buy |
6,860
+2,696
| +65% | +$113K | 0.07% | 155 |
|
|
2021
Q4 | $238K | Buy |
+4,164
| New | +$238K | 0.06% | 170 |
|
|
2020
Q1 | – | Sell |
-7,870
| Closed | -$305K | – | 133 |
|
|
2019
Q4 | $305K | Buy |
7,870
+1,481
| +23% | +$57.4K | 0.23% | 70 |
|
|
2019
Q3 | $234K | Sell |
6,389
-508
| -7% | -$18.6K | 0.2% | 84 |
|
|
2019
Q2 | $218K | Buy |
6,897
+327
| +5% | +$10.3K | 0.18% | 106 |
|
|
2019
Q1 | $184K | Sell |
6,570
-2,343
| -26% | -$65.6K | 0.15% | 121 |
|
|
2018
Q4 | $232K | Sell |
8,913
-6,256
| -41% | -$163K | 0.23% | 79 |
|
|
2018
Q3 | $377K | Sell |
15,169
-267
| -2% | -$6.64K | 0.29% | 61 |
|
|
2018
Q2 | $444K | Buy |
15,436
+3,301
| +27% | +$95K | 0.35% | 37 |
|
|
2018
Q1 | $359K | Buy |
12,135
+4,062
| +50% | +$120K | 0.32% | 53 |
|
|
2017
Q4 | $268K | Buy |
+8,073
| New | +$268K | 0.22% | 78 |
|