Strategic Investment Advisors’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 | $517K | Sell |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $694K | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $812K | Sell |
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|
2024
Q1 | $954K | Sell |
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|
2023
Q4 | $948K | Sell |
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|
2023
Q3 | $723K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $557K | Buy |
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|
2020
Q4 | $418K | Buy |
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