Strategic Wealth Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6K | Buy |
+138
| New | +$14.6K | ﹤0.01% | 717 |
|
|
2024
Q4 | $437K | Buy |
4,092
+1,540
| +60% | +$164K | 0.04% | 220 |
|
|
2024
Q3 | $366K | Buy |
2,552
+225
| +10% | +$32.3K | 0.04% | 231 |
|
|
2024
Q2 | $256K | Buy |
2,327
+557
| +31% | +$61.3K | 0.03% | 258 |
|
|
2024
Q1 | $213K | Buy |
+1,770
| New | +$213K | 0.02% | 266 |
|
|
2019
Q4 | – | Sell |
-211
| Closed | -$7 | – | 398 |
|
|
2019
Q3 | $7 | Hold |
211
| – | – | ﹤0.01% | 613 |
|
|
2019
Q2 | $6K | Hold |
211
| – | – | ﹤0.01% | 619 |
|
|
2019
Q1 | $6K | Hold |
211
| – | – | ﹤0.01% | 613 |
|
|
2018
Q4 | $6K | Hold |
211
| – | – | ﹤0.01% | 546 |
|
|
2018
Q3 | $5K | Hold |
211
| – | – | ﹤0.01% | 560 |
|
|
2018
Q2 | $6K | Hold |
211
| – | – | ﹤0.01% | 619 |
|
|
2018
Q1 | $6K | Hold |
211
| – | – | ﹤0.01% | 618 |
|
|
2017
Q4 | $7K | Buy |
+211
| New | +$7K | ﹤0.01% | 570 |
|