U.S. Capital Wealth 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 | $240K | Buy |
+2,278
| New | +$240K | 0.01% | 781 |
|
|
2025
Q1 | – | Sell |
-57,996
| Closed | -$6.32M | – | 877 |
|
|
2024
Q4 | $6.32M | Buy |
57,996
+56,062
| +2,899% | +$6.11M | 0.2% | 127 |
|
|
2024
Q3 | $278K | Buy |
+1,934
| New | +$278K | 0.01% | 603 |
|
|
2024
Q2 | – | Sell |
-2,062
| Closed | -$249K | – | 703 |
|
|
2024
Q1 | $249K | Hold |
2,062
| – | – | 0.01% | 604 |
|
|
2023
Q4 | $213K | Buy |
+2,062
| New | +$213K | 0.01% | 623 |
|
|
2023
Q1 | – | Sell |
-1,332
| Closed | -$60.6K | – | 1268 |
|
|
2022
Q4 | $60.6K | Buy |
+1,332
| New | +$60.6K | ﹤0.01% | 835 |
|