Pinnacle Wealth Planning Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $164K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $248K | Sell |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $514K | Buy |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $55K | Buy |
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