True Wealth Design’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4K | Buy |
108
+54
| +100% | +$5.7K | ﹤0.01% | 533 |
|
|
2025
Q1 | $5.55K | Buy |
54
+38
| +238% | +$3.91K | ﹤0.01% | 653 |
|
|
2024
Q4 | $1.74K | Hold |
16
| – | – | ﹤0.01% | 777 |
|
|
2024
Q3 | $2.3K | Sell |
16
-3
| -16% | -$431 | ﹤0.01% | 750 |
|
|
2024
Q2 | $2.09K | Sell |
19
-4
| -17% | -$440 | ﹤0.01% | 360 |
|
|
2024
Q1 | $2.78K | Sell |
23
-9,580
| -100% | -$1.16M | ﹤0.01% | 316 |
|
|
2023
Q4 | $991K | Sell |
9,603
-1,089
| -10% | -$112K | 0.28% | 30 |
|
|
2023
Q3 | $792K | Sell |
10,692
-2,556
| -19% | -$189K | 0.27% | 55 |
|
|
2023
Q2 | $1.03M | Sell |
13,248
-1,082
| -8% | -$84K | 0.38% | 27 |
|
|
2023
Q1 | $835K | Sell |
14,330
-4,719
| -25% | -$275K | 0.35% | 47 |
|
|
2022
Q4 | $867K | Buy |
+19,049
| New | +$867K | 0.4% | 34 |
|