Prestige Wealth Management Group’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.65K Hold
44
﹤0.01% 569
2025
Q1
$4.53K Hold
44
﹤0.01% 582
2024
Q4
$4.8K Hold
44
﹤0.01% 611
2024
Q3
$6.33K Hold
44
﹤0.01% 553
2024
Q2
$4.85K Hold
44
﹤0.01% 552
2024
Q1
$5.32K Hold
44
﹤0.01% 551
2023
Q4
$4.55K Hold
44
﹤0.01% 600
2023
Q3
$3.27K Hold
44
﹤0.01% 650
2023
Q2
$3.43K Hold
44
﹤0.01% 671
2023
Q1
$2.57K Hold
44
﹤0.01% 702
2022
Q4
$2.01K Buy
44
+9
+26% +$411 ﹤0.01% 832
2022
Q3
$1K Hold
35
﹤0.01% 897
2022
Q2
$1K Sell
35
-8
-19% -$229 ﹤0.01% 904
2022
Q1
$2K Hold
43
﹤0.01% 796
2021
Q4
$2K Hold
43
﹤0.01% 821
2021
Q3
$2K Hold
43
﹤0.01% 812
2021
Q2
$2K Hold
43
﹤0.01% 812
2021
Q1
$2K Hold
43
﹤0.01% 808
2020
Q4
$2K Buy
43
+8
+23% +$372 ﹤0.01% 775
2020
Q3
$2K Hold
35
﹤0.01% 695
2020
Q2
$1K Sell
35
-14
-29% -$400 ﹤0.01% 823
2020
Q1
$1K Buy
+49
New +$1K ﹤0.01% 816
2019
Q1
Sell
-69
Closed -$2K 959
2018
Q4
$2K Buy
+69
New +$2K ﹤0.01% 855