RWA
River Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
30,618
-580
| -2% | -$61.2K | 0.4% | 60 |
|
|
2025
Q1 | $3.21M | Sell |
31,198
-436
| -1% | -$44.8K | 0.45% | 53 |
|
|
2024
Q4 | $3.44M | Sell |
31,634
-2,423
| -7% | -$264K | 0.46% | 56 |
|
|
2024
Q3 | $4.89M | Sell |
34,057
-3,197
| -9% | -$459K | 0.65% | 43 |
|
|
2024
Q2 | $4.1M | Sell |
37,254
-1,020
| -3% | -$112K | 0.59% | 46 |
|
|
2024
Q1 | $4.62M | Sell |
38,274
-1,457
| -4% | -$176K | 0.67% | 40 |
|
|
2023
Q4 | $4.1M | Sell |
39,731
-3,120
| -7% | -$322K | 0.65% | 43 |
|
|
2023
Q3 | $3.17M | Sell |
42,851
-3,644
| -8% | -$270K | 0.57% | 49 |
|
|
2023
Q2 | $3.61M | Sell |
46,495
-1,097
| -2% | -$85.2K | 0.61% | 45 |
|
|
2023
Q1 | $2.77M | Sell |
47,592
-1,209
| -2% | -$70.5K | 0.5% | 62 |
|
|
2022
Q4 | $2.22M | Sell |
48,801
-438
| -0.9% | -$19.9K | 0.43% | 71 |
|
|
2022
Q3 | $1.85M | Sell |
49,239
-3,832
| -7% | -$144K | 0.4% | 68 |
|
|
2022
Q2 | $2.1M | Sell |
53,071
-2,002
| -4% | -$79.3K | 0.39% | 75 |
|
|
2022
Q1 | $2.31M | Sell |
55,073
-1,189
| -2% | -$49.8K | 0.37% | 75 |
|
|
2021
Q4 | $3.22M | Sell |
56,262
-549
| -1% | -$31.4K | 0.5% | 60 |
|
|
2021
Q3 | $2.61M | Sell |
56,811
-275
| -0.5% | -$12.6K | 0.45% | 63 |
|
|
2021
Q2 | $3.12M | Sell |
57,086
-1,261
| -2% | -$68.8K | 0.55% | 56 |
|
|
2021
Q1 | $3.06M | Sell |
58,347
-877
| -1% | -$46K | 0.57% | 54 |
|
|
2020
Q4 | $2.55M | Sell |
59,224
-440
| -0.7% | -$19K | 0.55% | 56 |
|
|
2020
Q3 | $2.76M | Sell |
59,664
-4,453
| -7% | -$206K | 0.72% | 44 |
|
|
2020
Q2 | $2.18M | Buy |
64,117
+300
| +0.5% | +$10.2K | 0.66% | 46 |
|
|
2020
Q1 | $1.42M | Buy |
63,817
+1,744
| +3% | +$38.9K | 0.57% | 61 |
|
|
2019
Q4 | $2.41M | Sell |
62,073
-1,795
| -3% | -$69.6K | 0.81% | 39 |
|
|
2019
Q3 | $2.33M | Sell |
63,868
-1,681
| -3% | -$61.4K | 0.88% | 41 |
|
|
2019
Q2 | $2.07M | Sell |
65,549
-2,531
| -4% | -$80K | 0.81% | 45 |
|
|
2019
Q1 | $1.9M | Sell |
68,080
-4,940
| -7% | -$138K | 0.8% | 48 |
|
|
2018
Q4 | $1.9M | Sell |
73,020
-23,065
| -24% | -$600K | 0.84% | 41 |
|
|
2018
Q3 | $2.38M | Sell |
96,085
-7,543
| -7% | -$187K | 0.88% | 36 |
|
|
2018
Q2 | $2.98M | Sell |
103,628
-1,513
| -1% | -$43.5K | 1.16% | 23 |
|
|
2018
Q1 | $3.1M | Sell |
105,141
-117
| -0.1% | -$3.45K | 1.31% | 18 |
|
|
2017
Q4 | $3.5M | Buy |
105,258
+2,697
| +3% | +$89.7K | 1.46% | 15 |
|
|
2017
Q3 | $2.8M | Buy |
102,561
+2,754
| +3% | +$75.3K | 1.27% | 19 |
|
|
2017
Q2 | $2.45M | Sell |
99,807
-2,111
| -2% | -$51.8K | 1.14% | 29 |
|
|
2017
Q1 | $2.4M | Buy |
101,918
+1,220
| +1% | +$28.7K | 1.16% | 25 |
|
|
2016
Q4 | $1.85M | Buy |
100,698
+3,015
| +3% | +$55.4K | 0.94% | 39 |
|
|
2016
Q3 | $1.96M | Buy |
97,683
+3,542
| +4% | +$71K | 1.08% | 31 |
|
|
2016
Q2 | $1.84M | Buy |
94,141
+771
| +0.8% | +$15K | 1.05% | 31 |
|
|
2016
Q1 | $1.75M | Buy |
93,370
+970
| +1% | +$18.1K | 1.04% | 33 |
|
|
2015
Q4 | $1.65M | Buy |
92,400
+6,304
| +7% | +$112K | 1.04% | 32 |
|
|
2015
Q3 | $1.63M | Buy |
86,096
+5,736
| +7% | +$108K | 1.12% | 29 |
|
|
2015
Q2 | $1.62M | Buy |
80,360
+3,719
| +5% | +$74.9K | 1.03% | 31 |
|
|
2015
Q1 | $1.7M | Buy |
+76,641
| New | +$1.7M | 1.05% | 31 |
|