SWP
Stratos Wealth Partners’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
1,900
-4,352
| -70% | -$459K | ﹤0.01% | 1339 |
|
|
2025
Q1 | $643K | Sell |
6,252
-3,982
| -39% | -$409K | 0.01% | 802 |
|
|
2024
Q4 | $1.11M | Buy |
10,234
+756
| +8% | +$82.3K | 0.02% | 656 |
|
|
2024
Q3 | $1.36M | Sell |
9,478
-1,094
| -10% | -$157K | 0.02% | 567 |
|
|
2024
Q2 | $1.16M | Buy |
10,572
+566
| +6% | +$62.3K | 0.02% | 592 |
|
|
2024
Q1 | $1.21M | Buy |
10,006
+112
| +1% | +$13.5K | 0.02% | 586 |
|
|
2023
Q4 | $1.02M | Buy |
9,894
+3,163
| +47% | +$326K | 0.02% | 625 |
|
|
2023
Q3 | $498K | Buy |
6,731
+46
| +0.7% | +$3.41K | 0.01% | 818 |
|
|
2023
Q2 | $519K | Buy |
+6,685
| New | +$519K | 0.01% | 752 |
|
|
2023
Q1 | – | Sell |
-6,247
| Closed | -$284K | – | 1194 |
|
|
2022
Q4 | $284K | Sell |
6,247
-287
| -4% | -$13.1K | 0.01% | 912 |
|
|
2022
Q3 | $245K | Sell |
6,534
-472
| -7% | -$17.7K | 0.01% | 939 |
|
|
2022
Q2 | $278K | Buy |
7,006
+294
| +4% | +$11.7K | 0.01% | 958 |
|
|
2022
Q1 | $281K | Sell |
6,712
-2,135
| -24% | -$89.4K | 0.01% | 1011 |
|
|
2021
Q4 | $506K | Buy |
8,847
+975
| +12% | +$55.8K | 0.01% | 806 |
|
|
2021
Q3 | $362K | Buy |
7,872
+12
| +0.2% | +$552 | 0.01% | 883 |
|
|
2021
Q2 | $429K | Buy |
7,860
+70
| +0.9% | +$3.82K | 0.01% | 829 |
|
|
2021
Q1 | $409K | Sell |
7,790
-1,055
| -12% | -$55.4K | 0.01% | 773 |
|
|
2020
Q4 | $381K | Buy |
8,845
+4,259
| +93% | +$183K | 0.01% | 757 |
|
|
2020
Q3 | $212K | Buy |
+4,586
| New | +$212K | 0.01% | 905 |
|
|
2018
Q4 | – | Sell |
-6,190
| Closed | -$153K | – | 2034 |
|
|
2018
Q3 | $153K | Sell |
6,190
-5,109
| -45% | -$126K | 0.01% | 945 |
|
|
2018
Q2 | $325K | Buy |
11,299
+1,550
| +16% | +$44.6K | 0.01% | 708 |
|
|
2018
Q1 | $288K | Buy |
9,749
+5,428
| +126% | +$160K | 0.01% | 742 |
|
|
2017
Q4 | $144K | Buy |
+4,321
| New | +$144K | 0.01% | 1005 |
|