PFS
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Prospera Financial Services’s Pultegroup PHM Stock Holding History

Prospera Financial Services’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,067
Closed -$552K – 1220
2024
Q4 		$552K Sell
5,067
-4,587
-48% -$596K 0.01% 713
2024
Q3 		$1.39M Buy
9,654
+438
+5% +$55.7K 0.04% 423
2024
Q2 		$1.01M Buy
+9,216
New +$1.05M 0.03% 494
2022
Q2 		– Sell
-132
Closed -$6K – 2324
2022
Q1 		$6K Buy
+132
New +$6.55K ﹤0.01% 2224
2020
Q4 		– Sell
-232
Closed -$11K – 1311
2020
Q3 		$11K Buy
+232
New +$9.93K ﹤0.01% 1095
2018
Q1 		– Sell
-6,606
Closed -$223K – 461
2017
Q4 		$223K Buy
+6,606
New +$205K 0.03% 359

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return