OneDigital Investment Advisors’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$276K	Sell	2,349 -1,062	-31%	-$136K	﹤0.01%	1230
2025 Q4	$400K	Sell	3,411 -65	-2%	-$7.97K	﹤0.01%	1057
2025 Q3	$459K	Sell	3,476 -30	-0.9%	-$3.73K	﹤0.01%	970
2025 Q2	$370K	Buy	3,506 +185	+6%	+$18.6K	﹤0.01%	1043
2025 Q1	$341K	Buy	3,321 +424	+15%	+$45.8K	﹤0.01%	1029
2024 Q4	$316K	Buy	2,897 +6	+0.2%	+$779	﹤0.01%	1105
2024 Q3	$415K	Sell	2,891 -1,833	-39%	-$233K	﹤0.01%	1011
2024 Q2	$520K	Buy	4,724 +2,795	+145%	+$317K	0.01%	888
2024 Q1	$233K	Buy	+1,929	New	+$207K	﹤0.01%	991
2023 Q3	–	Sell	-2,810	Closed	-$218K	–	1029
2023 Q2	$218K	Buy	+2,810	New	+$190K	﹤0.01%	929
2019 Q3	–	Sell	-100	Closed	-$3K	–	997
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1106
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	1036
2018 Q4	$3K	Buy	+100	New	+$2.47K	﹤0.01%	1010