WBH Advisory’s Pultegroup PHM Stock Holding History

WBH Advisory’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,405	Closed	-$202K	–	332
2024 Q3	$202K	Buy	+1,405	New	+$179K	0.02%	319

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBH Advisory's PHM Position: Q4 2024 in Review

WBH Advisory sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,405 shares — an estimated $202K sold.

WBH Advisory first reported a position in PHM in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

WBH Advisory reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
WBH Advisory sold 1,405 Pultegroup shares in Q4 2024, an estimated $202K.
WBH Advisory first reported a position in Pultegroup in Q3 2024 and held it in 1 quarter.
WBH Advisory's Pultegroup position peaked at $202K in Q3 2024.
984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on WBH Advisory's 13F filing for Q4 2024, filed 31 Jan 2025.