Strategic Wealth Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.7K | Buy |
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|
2025
Q2 | $14.6K | Buy |
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|
2024
Q4 | $437K | Buy |
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|
2024
Q3 | $366K | Buy |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $213K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $7 | Hold |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Hold |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $7K | Buy |
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