OneDigital Investment Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
3,506
+185
| +6% | +$19.5K | ﹤0.01% | 1042 |
|
|
2025
Q1 | $341K | Buy |
3,321
+424
| +15% | +$43.6K | ﹤0.01% | 1029 |
|
|
2024
Q4 | $316K | Buy |
2,897
+6
| +0.2% | +$654 | ﹤0.01% | 1105 |
|
|
2024
Q3 | $415K | Sell |
2,891
-1,833
| -39% | -$263K | ﹤0.01% | 1011 |
|
|
2024
Q2 | $520K | Buy |
4,724
+2,795
| +145% | +$308K | 0.01% | 888 |
|
|
2024
Q1 | $233K | Buy |
+1,929
| New | +$233K | ﹤0.01% | 991 |
|
|
2023
Q3 | – | Sell |
-2,810
| Closed | -$218K | – | 1029 |
|
|
2023
Q2 | $218K | Buy |
+2,810
| New | +$218K | ﹤0.01% | 929 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$3K | – | 954 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1091 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1036 |
|
|
2018
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1010 |
|