OWA
Outlook Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Sell |
6,832
-18
| -0.3% | -$1.9K | 0.19% | 107 |
|
|
2025
Q1 | $704K | Sell |
6,850
-70
| -1% | -$7.2K | 0.2% | 100 |
|
|
2024
Q4 | $754K | Sell |
6,920
-44
| -0.6% | -$4.79K | 0.22% | 98 |
|
|
2024
Q3 | $999K | Sell |
6,964
-446
| -6% | -$64K | 0.29% | 65 |
|
|
2024
Q2 | $816K | Sell |
7,410
-118
| -2% | -$13K | 0.25% | 78 |
|
|
2024
Q1 | $908K | Sell |
7,528
-727
| -9% | -$87.7K | 0.28% | 72 |
|
|
2023
Q4 | $852K | Sell |
8,255
-1,908
| -19% | -$197K | 0.3% | 65 |
|
|
2023
Q3 | $753K | Buy |
+10,163
| New | +$753K | 0.29% | 83 |
|