Security National Bank’s Pultegroup PHM Stock Holding History

Security National Bank’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 Q3	$41.9K	Sell
2025 Q2	$41.1K	Hold
2025 Q1	$40.1K	Hold
2024 Q4	$42.5K	Hold
2024 Q3	$56K	Hold
2024 Q2	$42.9K	Hold
2024 Q1	$47K	Hold
2023 Q4	$40.3K	Buy