Waverly Advisors’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.34M Buy
50,599
+9,173
+22% +$967K 0.06% 298
2025
Q1
$4.26M Buy
+41,426
New +$4.26M 0.05% 328