Spectrum Wealth Counsel’s Pultegroup PHM Stock Holding History

Spectrum Wealth Counsel’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-59,529	Closed	-$6.48M	–	389
2024 Q4	$6.48M	Sell	59,529 -96	-0.2%	-$12.5K	0.76%	38
2024 Q3	$8.56M	Buy	59,625 +8,328	+16%	+$1.06M	1.01%	31
2024 Q2	$5.65M	Sell	51,297 -1,787	-3%	-$203K	0.71%	39
2024 Q1	$6.4M	Sell	53,084 -167	-0.3%	-$17.9K	0.78%	40
2023 Q4	$5.5M	Buy	+53,251	New	+$4.53M	0.76%	40

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spectrum Wealth Counsel's PHM Position: Q1 2025 in Review

Spectrum Wealth Counsel sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 59,529 shares — an estimated $6.48M sold.

Spectrum Wealth Counsel first reported a position in PHM in Q4 2023 and held it in 5 quarters. The position peaked at $8.56M in Q3 2024. 959 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Spectrum Wealth Counsel reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Spectrum Wealth Counsel sold 59,529 Pultegroup shares in Q1 2025, an estimated $6.48M.
Spectrum Wealth Counsel first reported a position in Pultegroup in Q4 2023 and held it in 5 quarters.
Spectrum Wealth Counsel's Pultegroup position peaked at $8.56M in Q3 2024.
959 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.