OWA
Opal Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
2,045
-114
| -5% | -$12K | 0.06% | 182 |
|
|
2025
Q1 | $222K | Buy |
+2,159
| New | +$222K | 0.07% | 167 |
|
|
2024
Q4 | – | Sell |
-1,976
| Closed | -$284K | – | 202 |
|
|
2024
Q3 | $284K | Buy |
1,976
+226
| +13% | +$32.4K | 0.09% | 132 |
|
|
2024
Q2 | $193K | Buy |
+1,750
| New | +$193K | 0.06% | 187 |
|