TCPG
Trivant Custom Portfolio Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,764
| Closed | -$1M | – | 176 |
|
|
2025
Q1 | $1M | Sell |
9,764
-4,510
| -32% | -$464K | 0.58% | 52 |
|
|
2024
Q4 | $1.55M | Sell |
14,274
-1,045
| -7% | -$114K | 0.91% | 33 |
|
|
2024
Q3 | $2.2M | Buy |
15,319
+401
| +3% | +$57.6K | 1.27% | 28 |
|
|
2024
Q2 | $1.64M | Buy |
14,918
+1,472
| +11% | +$162K | 1.01% | 32 |
|
|
2024
Q1 | $1.62M | Buy |
+13,446
| New | +$1.62M | 1.03% | 37 |
|