Sound Income Strategies’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15K | Sell |
142
-1,926
| -93% | -$203K | ﹤0.01% | 824 |
|
2025
Q1 | $213K | Buy |
2,068
+107
| +5% | +$11K | 0.01% | 271 |
|
2024
Q4 | $214K | Buy |
1,961
+384
| +24% | +$41.8K | 0.01% | 239 |
|
2024
Q3 | $226K | Buy |
+1,577
| New | +$226K | 0.01% | 231 |
|
2020
Q1 | – | Sell |
-8
| Closed | – | – | 843 |
|
2019
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 759 |
|
2019
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 739 |
|
2019
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 742 |
|
2019
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 758 |
|
2018
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 760 |
|
2018
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 812 |
|