RAFFA WEALTH MANAGEMENT, LLC’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.1K Buy
8
+1
+14% +$121 ﹤0.01% 988
2026
Q1
$823 Buy
7
+1
+17% +$128 ﹤0.01% 988
2025
Q4
$704 Sell
6
-11
-65% -$1.35K ﹤0.01% 1009
2025
Q3
$2.25K Buy
17
+6
+55% +$745 ﹤0.01% 682
2025
Q2
$1.16K Hold
11
﹤0.01% 827
2025
Q1
$1.13K Hold
11
﹤0.01% 796
2024
Q4
$1.2K Hold
11
﹤0.01% 824
2024
Q3
$1.58K Hold
11
﹤0.01% 705
2024
Q2
$1.21K Hold
11
﹤0.01% 843
2024
Q1
$1.33K Hold
11
﹤0.01% 816
2023
Q4
$1.14K Hold
11
﹤0.01% 788
2023
Q3
$815 Hold
11
﹤0.01% 843
2023
Q2
$854 Hold
11
﹤0.01% 843
2023
Q1
$641 Hold
11
﹤0.01% 909
2022
Q4
$501 Sell
11
-39
-78% -$1.64K ﹤0.01% 951
2022
Q3
$1.88K Hold
50
﹤0.01% 624
2022
Q2
$1.98K Sell
50
-28
-36% -$1.18K ﹤0.01% 607
2022
Q1
$3.27K Hold
78
﹤0.01% 509
2021
Q4
$4.46K Hold
78
﹤0.01% 449
2021
Q3
$3.58K Hold
78
﹤0.01% 462
2021
Q2
$4.26K Sell
78
-2
-3% -$112 ﹤0.01% 419
2021
Q1
$4.2K Buy
80
+13
+19% +$607 ﹤0.01% 442
2020
Q4
$2.89K Hold
67
﹤0.01% 464
2020
Q3
$3.1K Hold
67
﹤0.01% 403
2020
Q2
$2.28K Hold
67
﹤0.01% 452
2020
Q1
$1.5K Buy
67
+39
+139% +$1.51K ﹤0.01% 482
2019
Q4
$1.09K Hold
28
﹤0.01% 597
2019
Q3
$1.02K Buy
+28
New +$932 ﹤0.01% 593
2019
Q2
Sell
-28
Closed -$783 1216
2019
Q1
$783 Hold
28
﹤0.01% 650
2018
Q4
$728 Hold
28
﹤0.01% 654
2018
Q3
$694 Hold
28
﹤0.01% 726
2018
Q2
$805 Hold
28
﹤0.01% 690
2018
Q1
$826 Buy
+28
New +$868 ﹤0.01% 672
2017
Q3
Sell
-68
Closed -$1.67K 356
2017
Q2
$1.67K Buy
+68
New +$1.59K ﹤0.01% 303

Other funds holding PHM

RAFFA WEALTH MANAGEMENT, LLC's PHM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Pultegroup (PHM) stake by 14% in Q2 2026, buying an estimated $121 and bringing the position to 8 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PHM in Q2 2017 and has held it in 34 quarters since. The position peaked at $4.46K in Q4 2021. 299 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 8 shares of Pultegroup worth $1.1K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 1 Pultegroup share in Q2 2026, an estimated $121.
  • Pultegroup made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #988 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Pultegroup in Q2 2017 and has held it in 34 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Pultegroup position peaked at $4.46K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.