Wealth Enhancement Advisory Services’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Buy |
49,869
+1,497
| +3% | +$164K | 0.01% | 857 |
|
|
2025
Q1 | $4.97M | Sell |
48,372
-2,139
| -4% | -$220K | 0.01% | 835 |
|
|
2024
Q4 | $5.5M | Sell |
50,511
-16,680
| -25% | -$1.82M | 0.01% | 766 |
|
|
2024
Q3 | $9.64M | Buy |
67,191
+16,445
| +32% | +$2.36M | 0.02% | 522 |
|
|
2024
Q2 | $5.59M | Sell |
50,746
-5,882
| -10% | -$648K | 0.01% | 657 |
|
|
2024
Q1 | $6.83M | Sell |
56,628
-1,378
| -2% | -$166K | 0.02% | 589 |
|
|
2023
Q4 | $5.99M | Sell |
58,006
-2,823
| -5% | -$291K | 0.02% | 562 |
|
|
2023
Q3 | $4.5M | Buy |
+60,829
| New | +$4.5M | 0.01% | 607 |
|
|
2023
Q1 | – | Sell |
-45,287
| Closed | -$2.35M | – | 551 |
|
|
2022
Q4 | $2.35M | Buy |
+45,287
| New | +$2.35M | 0.03% | 162 |
|