Sequoia 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 | $796K | Sell |
7,548
-14,467
| -66% | -$1.53M | 0.01% | 778 |
|
|
2025
Q1 | $2.26M | Buy |
22,015
+2,303
| +12% | +$237K | 0.02% | 400 |
|
|
2024
Q4 | $2.15M | Buy |
19,712
+88
| +0.4% | +$9.58K | 0.02% | 389 |
|
|
2024
Q3 | $2.82M | Buy |
19,624
+1,497
| +8% | +$215K | 0.03% | 304 |
|
|
2024
Q2 | $2M | Buy |
18,127
+645
| +4% | +$71K | 0.02% | 323 |
|
|
2024
Q1 | $2.11M | Sell |
17,482
-81
| -0.5% | -$9.77K | 0.03% | 315 |
|
|
2023
Q4 | $1.81M | Buy |
+17,563
| New | +$1.81M | 0.02% | 374 |
|