Planned Solutions’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
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|
2025
Q1 | $314K | Hold |
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|
2024
Q4 | $333K | Hold |
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|
2024
Q3 | $439K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $204K | Sell |
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|
2023
Q2 | $222K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q3 | $51K | Buy |
|