SWM
Spire Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11K | Sell |
20
-2,936
| -99% | -$310K | ﹤0.01% | 2160 |
|
|
2025
Q1 | $304K | Buy |
2,956
+1,322
| +81% | +$136K | 0.01% | 710 |
|
|
2024
Q4 | $178K | Buy |
1,634
+1,176
| +257% | +$128K | 0.01% | 854 |
|
|
2024
Q3 | $65.7K | Buy |
458
+320
| +232% | +$45.9K | ﹤0.01% | 1050 |
|
|
2024
Q2 | $15.2K | Sell |
138
-292
| -68% | -$32.2K | ﹤0.01% | 1526 |
|
|
2024
Q1 | $51.9K | Buy |
430
+275
| +177% | +$33.2K | ﹤0.01% | 1202 |
|
|
2023
Q4 | $16.4K | Sell |
155
-255
| -62% | -$27K | ﹤0.01% | 1597 |
|
|
2023
Q3 | $30.4K | Sell |
410
-490
| -54% | -$36.3K | ﹤0.01% | 1356 |
|
|
2023
Q2 | $69.9K | Buy |
900
+300
| +50% | +$23.3K | ﹤0.01% | 1079 |
|
|
2023
Q1 | $35K | Sell |
600
-879
| -59% | -$51.3K | ﹤0.01% | 1365 |
|
|
2022
Q4 | $67K | Buy |
1,479
+83
| +6% | +$3.76K | ﹤0.01% | 883 |
|
|
2022
Q3 | $52K | Sell |
1,396
-204
| -13% | -$7.6K | ﹤0.01% | 938 |
|
|
2022
Q2 | $63K | Sell |
1,600
-6,819
| -81% | -$268K | ﹤0.01% | 1200 |
|
|
2022
Q1 | $353K | Sell |
8,419
-234,589
| -97% | -$9.84M | 0.01% | 674 |
|
|
2021
Q4 | $13.9M | Buy |
243,008
+750
| +0.3% | +$42.9K | 0.31% | 91 |
|
|
2021
Q3 | $11.1M | Sell |
242,258
-3,116
| -1% | -$143K | 0.29% | 98 |
|
|
2021
Q2 | $13.4M | Sell |
245,374
-1,783
| -0.7% | -$97.3K | 0.36% | 72 |
|
|
2021
Q1 | $12.9M | Buy |
+247,157
| New | +$12.9M | 0.34% | 80 |
|