Smith Salley Wealth Management’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 | $456K | Sell |
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|
2025
Q2 | $376K | Hold |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $552K | Hold |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $465K | Hold |
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $325K | Sell |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $282K | Hold |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $756K | Sell |
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|
2020
Q2 | $556K | Buy |
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $415K | Sell |
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|
2019
Q3 | $694K | Hold |
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|
2019
Q2 | $601K | Sell |
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|
2019
Q1 | $629K | Hold |
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|
2018
Q4 | $585K | Sell |
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|
2018
Q3 | $558K | Hold |
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|
2018
Q2 | $648K | Buy |
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|
2018
Q1 | $664K | Hold |
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|
2017
Q4 | $748K | Hold |
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|
2017
Q3 | $615K | Sell |
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|
2017
Q2 | $589K | Hold |
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|
2017
Q1 | $565K | Sell |
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|
2016
Q4 | $643K | Hold |
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|
2016
Q3 | $701K | Sell |
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|
2016
Q2 | $710K | Hold |
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|
2016
Q1 | $682K | Hold |
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|
2015
Q4 | $649K | Hold |
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|
2015
Q3 | $687K | Hold |
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|
2015
Q2 | $734K | Hold |
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|
2015
Q1 | $810K | Hold |
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|
2014
Q4 | $782K | Hold |
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|
2014
Q3 | $643K | Hold |
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|
2014
Q2 | $734K | Hold |
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|
2014
Q1 | $699K | Hold |
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|
2013
Q4 | $742K | Hold |
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|
2013
Q3 | $601K | Hold |
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|
2013
Q2 | $691K | Buy |
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