Stratos 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
Q2 | $200K | Sell |
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|
2025
Q1 | $643K | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $362K | Buy |
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|
2021
Q2 | $429K | Buy |
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|
2021
Q1 | $409K | Sell |
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|
2020
Q4 | $381K | Buy |
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|
2020
Q3 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $153K | Sell |
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|
2018
Q2 | $325K | Buy |
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|
2018
Q1 | $288K | Buy |
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|
2017
Q4 | $144K | Buy |
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