SWC
Spectrum Wealth Counsel’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-59,529
| Closed | -$6.48M | – | 387 |
|
|
2024
Q4 | $6.48M | Sell |
59,529
-96
| -0.2% | -$10.5K | 0.76% | 38 |
|
|
2024
Q3 | $8.56M | Buy |
59,625
+8,328
| +16% | +$1.2M | 1.01% | 31 |
|
|
2024
Q2 | $5.65M | Sell |
51,297
-1,787
| -3% | -$197K | 0.71% | 39 |
|
|
2024
Q1 | $6.4M | Sell |
53,084
-167
| -0.3% | -$20.1K | 0.78% | 40 |
|
|
2023
Q4 | $5.5M | Buy |
+53,251
| New | +$5.5M | 0.76% | 40 |
|