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Smith Salley Wealth Management’s Pultegroup PHM Stock Holding History

Smith Salley Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$376K Hold
3,569
– – 0.02% 199
2025
Q1 		$367K Hold
3,569
– – 0.02% 192
2024
Q4 		$389K Sell
3,569
-280
-7% -$30.5K 0.03% 189
2024
Q3 		$552K Hold
3,849
– – 0.04% 169
2024
Q2 		$424K Sell
3,849
-8
-0.2% -$881 0.03% 177
2024
Q1 		$465K Hold
3,857
– – 0.04% 171
2023
Q4 		$398K Sell
3,857
-534
-12% -$55.1K 0.03% 196
2023
Q3 		$325K Sell
4,391
-6
-0.1% -$444 0.02% 193
2023
Q2 		$342K Sell
4,397
-436
-9% -$33.9K 0.03% 188
2023
Q1 		$282K Hold
4,833
– – 0.02% 197
2022
Q4 		$220K Buy
+4,833
New +$220K 0.02% 209
2022
Q2 		– Sell
-4,833
Closed -$203K – 239
2022
Q1 		$203K Sell
4,833
-31
-0.6% -$1.3K 0.02% 228
2021
Q4 		$278K Sell
4,864
-950
-16% -$54.3K 0.02% 218
2021
Q3 		$267K Hold
5,814
– – 0.02% 218
2021
Q2 		$317K Sell
5,814
-467
-7% -$25.5K 0.03% 216
2021
Q1 		$329K Hold
6,281
– – 0.03% 206
2020
Q4 		$271K Sell
6,281
-10,042
-62% -$433K 0.03% 190
2020
Q3 		$756K Sell
16,323
-25
-0.2% -$1.16K 0.09% 112
2020
Q2 		$556K Buy
16,348
+2,977
+22% +$101K 0.07% 122
2020
Q1 		$298K Buy
13,371
+2,685
+25% +$59.8K 0.05% 151
2019
Q4 		$415K Sell
10,686
-8,314
-44% -$323K 0.05% 140
2019
Q3 		$694K Hold
19,000
– – 0.1% 107
2019
Q2 		$601K Sell
19,000
-3,500
-16% -$111K 0.09% 115
2019
Q1 		$629K Hold
22,500
– – 0.1% 112
2018
Q4 		$585K Sell
22,500
-43
-0.2% -$1.12K 0.11% 107
2018
Q3 		$558K Hold
22,543
– – 0.09% 115
2018
Q2 		$648K Buy
22,543
+43
+0.2% +$1.24K 0.11% 107
2018
Q1 		$664K Hold
22,500
– – 0.12% 106
2017
Q4 		$748K Hold
22,500
– – 0.13% 104
2017
Q3 		$615K Sell
22,500
-1,500
-6% -$41K 0.12% 107
2017
Q2 		$589K Hold
24,000
– – 0.12% 110
2017
Q1 		$565K Sell
24,000
-11,000
-31% -$259K 0.12% 110
2016
Q4 		$643K Hold
35,000
– – 0.13% 107
2016
Q3 		$701K Sell
35,000
-1,426
-4% -$28.6K 0.16% 100
2016
Q2 		$710K Hold
36,426
– – 0.17% 102
2016
Q1 		$682K Hold
36,426
– – 0.17% 102
2015
Q4 		$649K Hold
36,426
– – 0.16% 112
2015
Q3 		$687K Hold
36,426
– – 0.19% 105
2015
Q2 		$734K Hold
36,426
– – 0.19% 106
2015
Q1 		$810K Hold
36,426
– – 0.21% 105
2014
Q4 		$782K Hold
36,426
– – 0.2% 108
2014
Q3 		$643K Hold
36,426
– – 0.17% 120
2014
Q2 		$734K Hold
36,426
– – 0.2% 116
2014
Q1 		$699K Hold
36,426
– – 0.44% 57
2013
Q4 		$742K Hold
36,426
– – 0.48% 54
2013
Q3 		$601K Hold
36,426
– – 0.48% 51
2013
Q2 		$691K Buy
+36,426
New +$691K 0.56% 51