SG
Sienna Gestion’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,082
| Closed | -$227K | – | 195 |
|
|
2024
Q4 | $227K | Hold |
2,082
| – | – | 0.02% | 190 |
|
|
2024
Q3 | $298K | Hold |
2,082
| – | – | 0.02% | 195 |
|
|
2024
Q2 | $229K | Sell |
2,082
-819
| -28% | -$90.1K | 0.02% | 149 |
|
|
2024
Q1 | $350K | Buy |
+2,901
| New | +$350K | 0.03% | 134 |
|