PPWM
PFG Private Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-126
| Closed | -$13K | – | 191 |
|
|
2025
Q1 | $13K | Hold |
126
| – | – | 0.01% | 136 |
|
|
2024
Q4 | $13.7K | Hold |
126
| – | – | 0.01% | 125 |
|
|
2024
Q3 | $18.1K | Hold |
126
| – | – | 0.01% | 119 |
|
|
2024
Q2 | $13.9K | Hold |
126
| – | – | 0.01% | 126 |
|
|
2024
Q1 | $15.2K | Hold |
126
| – | – | 0.01% | 118 |
|
|
2023
Q4 | $13K | Hold |
126
| – | – | 0.01% | 114 |
|
|
2023
Q3 | $9.33K | Hold |
126
| – | – | 0.01% | 192 |
|
|
2023
Q2 | $9.79K | Hold |
126
| – | – | 0.01% | 212 |
|
|
2023
Q1 | $7.34K | Hold |
126
| – | – | ﹤0.01% | 218 |
|
|
2022
Q4 | $6K | Hold |
126
| – | – | ﹤0.01% | 212 |
|
|
2022
Q3 | $5K | Hold |
126
| – | – | ﹤0.01% | 216 |
|
|
2022
Q2 | $5K | Hold |
126
| – | – | ﹤0.01% | 224 |
|
|
2022
Q1 | $5K | Hold |
126
| – | – | ﹤0.01% | 222 |
|
|
2021
Q4 | $7K | Hold |
126
| – | – | ﹤0.01% | 214 |
|
|
2021
Q3 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 207 |
|