PWA
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Principia Wealth Advisory’s Pultegroup PHM Stock Holding History

Principia Wealth Advisory’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$211 Hold
2
– – ﹤0.01% 884
2025
Q1 		$194 Sell
2
-3
-60% -$291 ﹤0.01% 770
2024
Q4 		$545 Buy
+5
New +$545 ﹤0.01% 517