Venturi Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
17,361
-956
| -5% | -$101K | 0.09% | 129 |
|
|
2025
Q1 | $1.88M | Buy |
18,317
+2,427
| +15% | +$249K | 0.1% | 124 |
|
|
2024
Q4 | $1.73M | Buy |
15,890
+228
| +1% | +$24.8K | 0.09% | 137 |
|
|
2024
Q3 | $2.25M | Sell |
15,662
-1,128
| -7% | -$162K | 0.12% | 103 |
|
|
2024
Q2 | $1.85M | Buy |
16,790
+5,454
| +48% | +$600K | 0.11% | 111 |
|
|
2024
Q1 | $1.37M | Buy |
11,336
+11,163
| +6,453% | +$1.35M | 0.09% | 139 |
|
|
2023
Q4 | $17.9K | Sell |
173
-27
| -14% | -$2.79K | ﹤0.01% | 725 |
|
|
2023
Q3 | $14.8K | Buy |
200
+173
| +641% | +$12.8K | ﹤0.01% | 711 |
|
|
2023
Q2 | $2.1K | Buy |
+27
| New | +$2.1K | ﹤0.01% | 913 |
|