Pinnacle Wealth Planning Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,727
| Closed | -$248K | – | 524 |
|
|
2024
Q3 | $248K | Sell |
1,727
-1,266
| -42% | -$182K | 0.03% | 369 |
|
|
2024
Q2 | $330K | Sell |
2,993
-1,270
| -30% | -$140K | 0.05% | 263 |
|
|
2024
Q1 | $514K | Buy |
4,263
+37
| +0.9% | +$4.46K | 0.08% | 182 |
|
|
2023
Q4 | $436K | Sell |
4,226
-510
| -11% | -$52.6K | 0.07% | 193 |
|
|
2023
Q3 | $351K | Sell |
4,736
-84
| -2% | -$6.22K | 0.06% | 221 |
|
|
2023
Q2 | $374K | Buy |
4,820
+37
| +0.8% | +$2.87K | 0.06% | 215 |
|
|
2023
Q1 | $279K | Sell |
4,783
-39
| -0.8% | -$2.27K | 0.05% | 285 |
|
|
2022
Q4 | $220K | Buy |
+4,822
| New | +$220K | 0.04% | 338 |
|
|
2021
Q1 | – | Sell |
-1,281
| Closed | -$55K | – | 1501 |
|
|
2020
Q4 | $55K | Buy |
+1,281
| New | +$55K | 0.01% | 745 |
|