TPA
Trivium Point Advisory’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
2,622
+175
| +7% | +$18.5K | 0.03% | 295 |
|
|
2025
Q1 | $252K | Sell |
2,447
-212
| -8% | -$21.8K | 0.03% | 300 |
|
|
2024
Q4 | $290K | Sell |
2,659
-411
| -13% | -$44.8K | 0.04% | 293 |
|
|
2024
Q3 | $391K | Buy |
3,070
+341
| +12% | +$43.5K | 0.05% | 248 |
|
|
2024
Q2 | $300K | Buy |
+2,729
| New | +$300K | 0.04% | 249 |
|
|
2021
Q2 | – | Sell |
-4,272
| Closed | -$224K | – | 225 |
|
|
2021
Q1 | $224K | Buy |
+4,272
| New | +$224K | 0.06% | 179 |
|
|
2019
Q2 | – | Sell |
-48,497
| Closed | -$1.36M | – | 170 |
|
|
2019
Q1 | $1.36M | Buy |
48,497
+2,935
| +6% | +$82.1K | 0.63% | 72 |
|
|
2018
Q4 | $1.18M | Buy |
+45,562
| New | +$1.18M | 0.72% | 67 |
|