Steward Partners Investment Advisory’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Sell |
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|
2025
Q1 | $978K | Sell |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $28.3M | Buy |
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|
2024
Q2 | $2.59M | Buy |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $587K | Buy |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $369K | Sell |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $422K | Buy |
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|
2021
Q2 | $491K | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | $194K | Buy |
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|
2020
Q2 | $141K | Sell |
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|
2020
Q1 | $99K | Sell |
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|
2019
Q4 | $411K | Sell |
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|
2019
Q3 | $410K | Sell |
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|
2019
Q2 | $387K | Sell |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $386K | Buy |
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|
2018
Q3 | $343K | Buy |
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|
2018
Q2 | $35K | Buy |
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|
2018
Q1 | $10K | Sell |
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|
2017
Q4 | $14K | Buy |
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|
2017
Q3 | $6K | Buy |
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|
2017
Q2 | $2K | Sell |
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|
2017
Q1 | $7K | Buy |
|