SIA
Strategic Investment Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
4,960
-897
| -15% | -$93.5K | 0.05% | 158 |
|
|
2025
Q1 | $602K | Sell |
5,857
-514
| -8% | -$52.8K | 0.06% | 144 |
|
|
2024
Q4 | $694K | Sell |
6,371
-817
| -11% | -$89K | 0.07% | 143 |
|
|
2024
Q3 | $1.03M | Sell |
7,188
-191
| -3% | -$27.4K | 0.11% | 111 |
|
|
2024
Q2 | $812K | Sell |
7,379
-534
| -7% | -$58.8K | 0.1% | 130 |
|
|
2024
Q1 | $954K | Sell |
7,913
-1,273
| -14% | -$154K | 0.12% | 113 |
|
|
2023
Q4 | $948K | Sell |
9,186
-571
| -6% | -$58.9K | 0.14% | 103 |
|
|
2023
Q3 | $723K | Buy |
+9,757
| New | +$723K | 0.12% | 127 |
|
|
2021
Q2 | – | Sell |
-10,622
| Closed | -$557K | – | 204 |
|
|
2021
Q1 | $557K | Buy |
10,622
+928
| +10% | +$48.7K | 0.14% | 120 |
|
|
2020
Q4 | $418K | Buy |
+9,694
| New | +$418K | 0.12% | 140 |
|