Perigon Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $341K | Sell |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $486K | Buy |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $114K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $21K | Buy |
|