SIA
Schechter Investment Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $740K | Sell |
7,201
-294
| -4% | -$30.2K | 0.06% | 281 |
|
|
2024
Q4 | $816K | Sell |
7,495
-1,223
| -14% | -$133K | 0.06% | 280 |
|
|
2024
Q3 | $1.25M | Buy |
8,718
+104
| +1% | +$14.9K | 0.09% | 207 |
|
|
2024
Q2 | $948K | Buy |
8,614
+48
| +0.6% | +$5.29K | 0.07% | 247 |
|
|
2024
Q1 | $1.03M | Buy |
8,566
+2,786
| +48% | +$336K | 0.08% | 236 |
|
|
2023
Q4 | $597K | Sell |
5,780
-84
| -1% | -$8.67K | 0.05% | 323 |
|
|
2023
Q3 | $434K | Buy |
5,864
+203
| +4% | +$15K | 0.04% | 374 |
|
|
2023
Q2 | $440K | Sell |
5,661
-76
| -1% | -$5.9K | 0.04% | 406 |
|
|
2023
Q1 | $334K | Sell |
5,737
-367
| -6% | -$21.4K | 0.03% | 501 |
|
|
2022
Q4 | $278K | Sell |
6,104
-53
| -0.9% | -$2.41K | 0.03% | 645 |
|
|
2022
Q3 | $230K | Sell |
6,157
-319
| -5% | -$11.9K | 0.02% | 796 |
|
|
2022
Q2 | $256K | Buy |
+6,476
| New | +$256K | 0.02% | 759 |
|
|
2022
Q1 | – | Sell |
-3,947
| Closed | -$226K | – | 960 |
|
|
2021
Q4 | $226K | Buy |
+3,947
| New | +$226K | 0.02% | 766 |
|