WHCI
W.H. Cornerstone Investments’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,931
| Closed | -$319K | – | 124 |
|
|
2024
Q4 | $319K | Sell |
2,931
-11
| -0.4% | -$1.2K | 0.21% | 95 |
|
|
2024
Q3 | $422K | Sell |
2,942
-572
| -16% | -$82K | 0.29% | 72 |
|
|
2024
Q2 | $387K | Sell |
3,514
-326
| -8% | -$35.9K | 0.27% | 79 |
|
|
2024
Q1 | $463K | Buy |
3,840
+650
| +20% | +$78.4K | 0.33% | 72 |
|
|
2023
Q4 | $329K | Buy |
+3,190
| New | +$329K | 0.26% | 96 |
|