Wealthcare Advisory Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $333K | Buy |
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|
2025
Q2 | $266K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $308K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $78K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $32K | Buy |
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|
2019
Q4 | $47K | Hold |
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|
2019
Q3 | $44K | Hold |
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|
2019
Q2 | $38K | Sell |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $33K | Hold |
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|
2018
Q3 | $32K | Hold |
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|
2018
Q2 | $37K | Hold |
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|
2018
Q1 | $38K | Buy |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $4K | Buy |
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