SWM
Sugarloaf Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $208K | Buy |
1,913
+188
| +11% | +$20.5K | 0.04% | 158 |
|
|
2024
Q3 | $248K | Buy |
1,725
+150
| +10% | +$21.5K | 0.05% | 133 |
|
|
2024
Q2 | $173K | Hold |
1,575
| – | – | 0.04% | 164 |
|
|
2024
Q1 | $190K | Sell |
1,575
-149
| -9% | -$18K | 0.04% | 154 |
|
|
2023
Q4 | $178K | Buy |
1,724
+29
| +2% | +$2.99K | 0.04% | 154 |
|
|
2023
Q3 | $126K | Buy |
1,695
+143
| +9% | +$10.6K | 0.03% | 186 |
|
|
2023
Q2 | $121K | Buy |
1,552
+60
| +4% | +$4.66K | 0.03% | 188 |
|
|
2023
Q1 | $87K | Sell |
1,492
-47,406
| -97% | -$2.76M | 0.02% | 213 |
|
|
2022
Q4 | $2.23M | Buy |
48,898
+6,933
| +17% | +$316K | 0.56% | 33 |
|
|
2022
Q3 | $1.58M | Buy |
41,965
+5,016
| +14% | +$189K | 0.4% | 39 |
|
|
2022
Q2 | $1.46M | Buy |
36,949
+36,824
| +29,459% | +$1.46M | 0.37% | 41 |
|
|
2022
Q1 | $5K | Sell |
125
-379
| -75% | -$15.2K | ﹤0.01% | 563 |
|
|
2021
Q4 | $29K | Buy |
504
+379
| +303% | +$21.8K | 0.01% | 372 |
|
|
2021
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 588 |
|
|
2021
Q2 | $7K | Sell |
125
-48
| -28% | -$2.69K | ﹤0.01% | 561 |
|
|
2021
Q1 | $9 | Hold |
173
| – | – | ﹤0.01% | 511 |
|
|
2020
Q4 | $7K | Hold |
173
| – | – | ﹤0.01% | 511 |
|
|
2020
Q3 | $8K | Hold |
173
| – | – | ﹤0.01% | 477 |
|
|
2020
Q2 | $6K | Hold |
173
| – | – | ﹤0.01% | 501 |
|
|
2020
Q1 | $4K | Sell |
173
-1,346
| -89% | -$31.1K | ﹤0.01% | 544 |
|
|
2019
Q4 | $87K | Buy |
+1,519
| New | +$87K | 0.04% | 193 |
|