Perigon Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
2,596
-126
| -5% | -$13.3K | 0.01% | 871 |
|
|
2025
Q1 | $280K | Sell |
2,722
-407
| -13% | -$41.8K | 0.01% | 839 |
|
|
2024
Q4 | $366K | Sell |
3,129
-256
| -8% | -$29.9K | 0.01% | 743 |
|
|
2024
Q3 | $486K | Buy |
3,385
+114
| +3% | +$16.4K | 0.01% | 623 |
|
|
2024
Q2 | $360K | Buy |
3,271
+9
| +0.3% | +$991 | 0.01% | 627 |
|
|
2024
Q1 | $393K | Buy |
3,262
+1,081
| +50% | +$130K | 0.01% | 595 |
|
|
2023
Q4 | $225K | Buy |
+2,181
| New | +$225K | 0.01% | 752 |
|
|
2021
Q1 | – | Sell |
-2,641
| Closed | -$114K | – | 877 |
|
|
2020
Q4 | $114K | Buy |
+2,641
| New | +$114K | 0.01% | 513 |
|
|
2017
Q1 | – | Sell |
-926
| Closed | -$21K | – | 684 |
|
|
2016
Q4 | $21K | Buy |
+926
| New | +$21K | ﹤0.01% | 464 |
|