U.S. Capital Wealth Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $322K | Buy |
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|
2025
Q4 | $298K | Sell |
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|
2025
Q3 | $361K | Buy |
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|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $6.32M | Buy |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $213K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $60.6K | Buy |
|