SWM
PHM icon

Segment Wealth Management’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,800
Closed -$523K 287
2024
Q4
$523K Sell
4,800
-83,492
-95% -$9.09M 0.04% 191
2024
Q3
$12.7M Buy
+88,292
New +$12.7M 0.87% 47