PFA
Pathway Financial Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,860
| Closed | -$203K | – | 175 |
|
|
2024
Q4 | $203K | Hold |
1,860
| – | – | 0.05% | 157 |
|
|
2024
Q3 | $267K | Hold |
1,860
| – | – | 0.07% | 131 |
|
|
2024
Q2 | $205K | Hold |
1,860
| – | – | 0.06% | 161 |
|
|
2024
Q1 | $224K | Buy |
+1,860
| New | +$224K | 0.06% | 152 |
|
|
2018
Q3 | – | Sell |
-1,860
| Closed | -$53K | – | 291 |
|
|
2018
Q2 | $53K | Hold |
1,860
| – | – | 0.03% | 245 |
|
|
2018
Q1 | $55K | Hold |
1,860
| – | – | 0.03% | 239 |
|
|
2017
Q4 | $62K | Buy |
+1,860
| New | +$62K | 0.04% | 218 |
|