Trifecta Capital Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27K | Hold |
31
| – | – | ﹤0.01% | 295 |
|
|
2025
Q1 | $3.19K | Hold |
31
| – | – | ﹤0.01% | 261 |
|
|
2024
Q4 | $3.38K | Hold |
31
| – | – | ﹤0.01% | 250 |
|
|
2024
Q3 | $4.45K | Hold |
31
| – | – | ﹤0.01% | 242 |
|
|
2024
Q2 | $3.41K | Sell |
31
-1
| -3% | -$110 | ﹤0.01% | 266 |
|
|
2024
Q1 | $3.86K | Sell |
32
-5
| -14% | -$603 | ﹤0.01% | 247 |
|
|
2023
Q4 | $3.82K | Hold |
37
| – | – | ﹤0.01% | 270 |
|
|
2023
Q3 | $2.74K | Sell |
37
-1
| -3% | -$74 | ﹤0.01% | 273 |
|
|
2023
Q2 | $2.95K | Sell |
38
-5
| -12% | -$388 | ﹤0.01% | 260 |
|
|
2023
Q1 | $2.51K | Hold |
43
| – | – | ﹤0.01% | 282 |
|
|
2022
Q4 | $1.96K | Buy |
+43
| New | +$1.96K | ﹤0.01% | 306 |
|