VWA
Valued Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Sell |
129
-40
| -24% | -$4.23K | 0.01% | 186 |
|
|
2025
Q1 | $17.4K | Buy |
169
+16
| +10% | +$1.65K | 0.01% | 165 |
|
|
2024
Q4 | $16.7K | Buy |
153
+2
| +1% | +$218 | 0.01% | 174 |
|
|
2024
Q3 | $21.7K | Buy |
151
+4
| +3% | +$575 | 0.01% | 139 |
|
|
2024
Q2 | $16.2K | Buy |
147
+19
| +15% | +$2.1K | 0.01% | 149 |
|
|
2024
Q1 | $15.5K | Buy |
128
+61
| +91% | +$7.37K | 0.01% | 145 |
|
|
2023
Q4 | $4.97K | Buy |
+67
| New | +$4.97K | ﹤0.01% | 203 |
|