SkyOak Wealth’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$521K Buy
2025
Q2
$411K Buy
2025
Q1
$378K Buy
2024
Q3
Sell
2024
Q2
$453K Sell
2024
Q1
$876K Buy
2023
Q4
$611K Buy
2022
Q4
Sell
2022
Q3
$252K Buy
2022
Q2
Sell
2022
Q1
$230K Sell
2021
Q4
$432K Buy
2021
Q3
$320K Buy
2021
Q2
Sell
2021
Q1
$400K Buy
2020
Q1
Sell
2019
Q4
$230K Buy