SC&H Financial Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Hold |
2,480
| – | – | 0.04% | 129 |
|
|
2025
Q1 | $255K | Hold |
2,480
| – | – | 0.05% | 127 |
|
|
2024
Q4 | $270K | Hold |
2,480
| – | – | 0.06% | 121 |
|
|
2024
Q3 | $356K | Hold |
2,480
| – | – | 0.08% | 108 |
|
|
2024
Q2 | $273K | Hold |
2,480
| – | – | 0.07% | 123 |
|
|
2024
Q1 | $299K | Hold |
2,480
| – | – | 0.08% | 115 |
|
|
2023
Q4 | $256K | Buy |
+2,480
| New | +$256K | 0.07% | 120 |
|