SW
SkyOak Wealth’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
3,895
+216
| +6% | +$22.8K | 0.08% | 143 |
|
|
2025
Q1 | $378K | Buy |
+3,679
| New | +$378K | 0.08% | 136 |
|
|
2024
Q3 | – | Sell |
-4,110
| Closed | -$453K | – | 255 |
|
|
2024
Q2 | $453K | Sell |
4,110
-3,150
| -43% | -$347K | 0.11% | 126 |
|
|
2024
Q1 | $876K | Buy |
7,260
+1,342
| +23% | +$162K | 0.21% | 84 |
|
|
2023
Q4 | $611K | Buy |
+5,918
| New | +$611K | 0.16% | 103 |
|
|
2022
Q4 | – | Sell |
-6,723
| Closed | -$252K | – | 241 |
|
|
2022
Q3 | $252K | Buy |
+6,723
| New | +$252K | 0.09% | 172 |
|
|
2022
Q2 | – | Sell |
-5,484
| Closed | -$230K | – | 245 |
|
|
2022
Q1 | $230K | Sell |
5,484
-2,077
| -27% | -$87.1K | 0.06% | 205 |
|
|
2021
Q4 | $432K | Buy |
7,561
+602
| +9% | +$34.4K | 0.11% | 145 |
|
|
2021
Q3 | $320K | Buy |
+6,959
| New | +$320K | 0.09% | 164 |
|
|
2021
Q2 | – | Sell |
-6,816
| Closed | -$400K | – | 241 |
|
|
2021
Q1 | $400K | Buy |
+6,816
| New | +$400K | 0.11% | 145 |
|
|
2020
Q1 | – | Sell |
-5,929
| Closed | -$230K | – | 269 |
|
|
2019
Q4 | $230K | Buy |
+5,929
| New | +$230K | 0.07% | 262 |
|