PWS
Precision Wealth Strategies’s Dream Finders Homes DFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
16,233
+1,062
| +7% | +$26.7K | 0.13% | 122 |
|
|
2025
Q1 | $342K | Buy |
15,171
+3,044
| +25% | +$68.7K | 0.26% | 75 |
|
|
2024
Q4 | $282K | Buy |
12,127
+1,429
| +13% | +$33.3K | 0.22% | 98 |
|
|
2024
Q3 | $387K | Buy |
10,698
+1,598
| +18% | +$57.9K | 0.36% | 72 |
|
|
2024
Q2 | $235K | Sell |
9,100
-3,251
| -26% | -$83.9K | 0.24% | 91 |
|
|
2024
Q1 | $540K | Sell |
12,351
-420
| -3% | -$18.4K | 0.51% | 35 |
|
|
2023
Q4 | $454K | Buy |
12,771
+2
| +0% | +$71 | 0.44% | 36 |
|
|
2023
Q3 | $284K | Buy |
12,769
+260
| +2% | +$5.78K | 0.31% | 64 |
|
|
2023
Q2 | $308K | Sell |
12,509
-317
| -2% | -$7.8K | 0.5% | 42 |
|
|
2023
Q1 | $170K | Sell |
12,826
-485
| -4% | -$6.43K | 0.27% | 67 |
|
|
2022
Q4 | $115K | Sell |
13,311
-181
| -1% | -$1.57K | 0.12% | 102 |
|
|
2022
Q3 | $137K | Buy |
13,492
+1,124
| +9% | +$11.4K | 0.12% | 120 |
|
|
2022
Q2 | $148K | Buy |
+12,368
| New | +$148K | 0.12% | 142 |
|