PPWP
Premier Path Wealth Partners’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,269
| Closed | -$233K | – | 395 |
|
|
2025
Q1 | $233K | Sell |
2,269
-303
| -12% | -$31.1K | 0.04% | 345 |
|
|
2024
Q4 | $280K | Buy |
2,572
+95
| +4% | +$10.3K | 0.04% | 315 |
|
|
2024
Q3 | $355K | Buy |
2,477
+260
| +12% | +$37.3K | 0.06% | 278 |
|
|
2024
Q2 | $244K | Buy |
2,217
+484
| +28% | +$53.3K | 0.04% | 326 |
|
|
2024
Q1 | $209K | Buy |
+1,733
| New | +$209K | 0.04% | 326 |
|