Summit Trail Advisors’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
+13,908
New +$1.47M 0.03% 348
2018
Q1
Sell
-878
Closed -$30K 1322
2017
Q4
$30K Buy
+878
New +$30K ﹤0.01% 943