PFA
Peak Financial Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,460
| Closed | -$2.99M | – | 84 |
|
|
2024
Q4 | $2.99M | Sell |
27,460
-249
| -0.9% | -$27.1K | 1.56% | 22 |
|
|
2024
Q3 | $3.98M | Buy |
27,709
+1,763
| +7% | +$253K | 2.05% | 11 |
|
|
2024
Q2 | $2.86M | Buy |
25,946
+241
| +0.9% | +$26.5K | 1.64% | 20 |
|
|
2024
Q1 | $3.1M | Sell |
25,705
-678
| -3% | -$81.8K | 1.89% | 15 |
|
|
2023
Q4 | $2.72M | Buy |
+26,383
| New | +$2.72M | 1.82% | 14 |
|