TAM
Trust Asset Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Hold |
2,382
| – | – | 0.02% | 207 |
|
|
2025
Q1 | $245K | Sell |
2,382
-245
| -9% | -$25.2K | 0.02% | 194 |
|
|
2024
Q4 | $286K | Hold |
2,627
| – | – | 0.02% | 187 |
|
|
2024
Q3 | $377K | Hold |
2,627
| – | – | 0.03% | 159 |
|
|
2024
Q2 | $289K | Hold |
2,627
| – | – | 0.02% | 176 |
|
|
2024
Q1 | $317K | Hold |
2,627
| – | – | 0.03% | 170 |
|
|
2023
Q4 | $271K | Buy |
+2,627
| New | +$271K | 0.03% | 177 |
|
|
2023
Q3 | – | Sell |
-2,627
| Closed | -$204K | – | 202 |
|
|
2023
Q2 | $204K | Buy |
+2,627
| New | +$204K | 0.02% | 198 |
|