Sugarloaf Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $208K | Buy |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q2 | $173K | Hold |
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|
2024
Q1 | $190K | Sell |
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|
2023
Q4 | $178K | Buy |
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|
2023
Q3 | $126K | Buy |
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|
2023
Q2 | $121K | Buy |
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|
2023
Q1 | $87K | Sell |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $7K | Sell |
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|
2021
Q1 | $9 | Hold |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $87K | Buy |
|