RDWM
Red Door Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+2,129
| New | +$225K | 0.03% | 246 |
|
|
2025
Q1 | – | Sell |
-1,850
| Closed | -$201K | – | 248 |
|
|
2024
Q4 | $201K | Buy |
1,850
+34
| +2% | +$3.7K | 0.03% | 218 |
|
|
2024
Q3 | $261K | Buy |
+1,816
| New | +$261K | 0.04% | 186 |
|
|
2024
Q2 | – | Sell |
-1,816
| Closed | -$219K | – | 205 |
|
|
2024
Q1 | $219K | Buy |
+1,816
| New | +$219K | 0.04% | 181 |
|