PWMAG
Pinnacle Wealth Management Advisory Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
11,672
+1,016
| +10% | +$107K | 0.1% | 132 |
|
|
2025
Q1 | $1.1M | Buy |
10,656
+1,525
| +17% | +$157K | 0.1% | 131 |
|
|
2024
Q4 | $994K | Buy |
9,131
+1,700
| +23% | +$185K | 0.09% | 136 |
|
|
2024
Q3 | $1.07M | Buy |
7,431
+1,416
| +24% | +$203K | 0.1% | 130 |
|
|
2024
Q2 | $662K | Buy |
6,015
+2,587
| +75% | +$285K | 0.07% | 165 |
|
|
2024
Q1 | $413K | Sell |
3,428
-104
| -3% | -$12.5K | 0.04% | 213 |
|
|
2023
Q4 | $365K | Buy |
3,532
+202
| +6% | +$20.9K | 0.04% | 219 |
|
|
2023
Q3 | $247K | Sell |
3,330
-540
| -14% | -$40K | 0.03% | 263 |
|
|
2023
Q2 | $301K | Sell |
3,870
-3
| -0.1% | -$233 | 0.04% | 236 |
|
|
2023
Q1 | $226K | Buy |
+3,873
| New | +$226K | 0.03% | 279 |
|
|
2022
Q1 | – | Sell |
-4,725
| Closed | -$270K | – | 280 |
|
|
2021
Q4 | $270K | Sell |
4,725
-308
| -6% | -$17.6K | 0.04% | 223 |
|
|
2021
Q3 | $231K | Sell |
5,033
-495
| -9% | -$22.7K | 0.05% | 199 |
|
|
2021
Q2 | $302K | Sell |
5,528
-597
| -10% | -$32.6K | 0.07% | 176 |
|
|
2021
Q1 | $321K | Sell |
6,125
-290
| -5% | -$15.2K | 0.09% | 147 |
|
|
2020
Q4 | $277K | Sell |
6,415
-170
| -3% | -$7.34K | 0.08% | 155 |
|
|
2020
Q3 | $305K | Sell |
6,585
-270
| -4% | -$12.5K | 0.11% | 143 |
|
|
2020
Q2 | $233K | Buy |
+6,855
| New | +$233K | 0.09% | 160 |
|