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Precision Wealth Strategies’s Pultegroup PHM Stock Holding History

Precision Wealth Strategies’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,516
Closed -$383K – 114
2024
Q4 		$383K Buy
3,516
+213
+6% +$27.7K 0.3% 80
2024
Q3 		$474K Sell
3,303
-468
-12% -$59.5K 0.44% 45
2024
Q2 		$415K Buy
3,771
+463
+14% +$52.6K 0.43% 46
2024
Q1 		$399K Sell
3,308
-350
-10% -$37.6K 0.38% 60
2023
Q4 		$378K Sell
3,658
-54
-1% -$4.59K 0.37% 48
2023
Q3 		$275K Buy
+3,712
New +$296K 0.3% 67

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Precision Wealth Strategies's PHM Position: Q1 2025 in Review

Precision Wealth Strategies sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 3,516 shares — an estimated $383K sold.

Precision Wealth Strategies first reported a position in PHM in Q3 2023 and held it in 6 quarters. The position peaked at $474K in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Precision Wealth Strategies reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 3,516 Pultegroup shares in Q1 2025, an estimated $383K.
  • Precision Wealth Strategies first reported a position in Pultegroup in Q3 2023 and held it in 6 quarters.
  • Precision Wealth Strategies's Pultegroup position peaked at $474K in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Precision Wealth Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.