PWMG
Pinnacle Wealth Management Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,900
| Closed | -$207K | – | 120 |
|
|
2024
Q4 | $207K | Hold |
1,900
| – | – | 0.13% | 110 |
|
|
2024
Q3 | $273K | Hold |
1,900
| – | – | 0.17% | 95 |
|
|
2024
Q2 | $209K | Hold |
1,900
| – | – | 0.14% | 98 |
|
|
2024
Q1 | $229K | Buy |
+1,900
| New | +$229K | 0.17% | 92 |
|