Prospera Financial Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,067
| Closed | -$552K | – | 1220 |
|
|
2024
Q4 | $552K | Sell |
5,067
-4,587
| -48% | -$500K | 0.01% | 713 |
|
|
2024
Q3 | $1.39M | Buy |
9,654
+438
| +5% | +$62.9K | 0.04% | 423 |
|
|
2024
Q2 | $1.01M | Buy |
+9,216
| New | +$1.01M | 0.03% | 494 |
|
|
2022
Q2 | – | Sell |
-132
| Closed | -$6K | – | 2324 |
|
|
2022
Q1 | $6K | Buy |
+132
| New | +$6K | ﹤0.01% | 2224 |
|
|
2020
Q4 | – | Sell |
-232
| Closed | -$11K | – | 1313 |
|
|
2020
Q3 | $11K | Buy |
+232
| New | +$11K | ﹤0.01% | 1095 |
|
|
2018
Q1 | – | Sell |
-6,606
| Closed | -$223K | – | 461 |
|
|
2017
Q4 | $223K | Buy |
+6,606
| New | +$223K | 0.03% | 359 |
|