PS
Planned Solutions’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
3,517
+460
| +15% | +$48.5K | 0.14% | 74 |
|
|
2025
Q1 | $314K | Hold |
3,057
| – | – | 0.13% | 77 |
|
|
2024
Q4 | $333K | Hold |
3,057
| – | – | 0.13% | 71 |
|
|
2024
Q3 | $439K | Hold |
3,057
| – | – | 0.18% | 60 |
|
|
2024
Q2 | $337K | Hold |
3,057
| – | – | 0.16% | 61 |
|
|
2024
Q1 | $369K | Buy |
3,057
+300
| +11% | +$36.2K | 0.18% | 58 |
|
|
2023
Q4 | $285K | Hold |
2,757
| – | – | 0.13% | 63 |
|
|
2023
Q3 | $204K | Sell |
2,757
-103
| -4% | -$7.63K | 0.12% | 75 |
|
|
2023
Q2 | $222K | Buy |
+2,860
| New | +$222K | 0.13% | 71 |
|
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$52K | – | 307 |
|
|
2020
Q4 | $52K | Buy |
1,200
+100
| +9% | +$4.33K | 0.04% | 190 |
|
|
2020
Q3 | $51K | Buy |
+1,100
| New | +$51K | 0.05% | 149 |
|