PWS
Precision Wealth Strategies’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,516
| Closed | -$383K | – | 114 |
|
|
2024
Q4 | $383K | Buy |
3,516
+213
| +6% | +$23.2K | 0.3% | 80 |
|
|
2024
Q3 | $474K | Sell |
3,303
-468
| -12% | -$67.2K | 0.44% | 45 |
|
|
2024
Q2 | $415K | Buy |
3,771
+463
| +14% | +$51K | 0.43% | 46 |
|
|
2024
Q1 | $399K | Sell |
3,308
-350
| -10% | -$42.2K | 0.38% | 60 |
|
|
2023
Q4 | $378K | Sell |
3,658
-54
| -1% | -$5.57K | 0.37% | 48 |
|
|
2023
Q3 | $275K | Buy |
+3,712
| New | +$275K | 0.3% | 67 |
|