Wealthcare Advisory Partners’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
+2,518
| New | +$266K | 0.01% | 834 |
|
|
2025
Q1 | – | Sell |
-1,940
| Closed | -$211K | – | 939 |
|
|
2024
Q4 | $211K | Sell |
1,940
-209
| -10% | -$22.8K | 0.01% | 841 |
|
|
2024
Q3 | $308K | Buy |
+2,149
| New | +$308K | 0.01% | 713 |
|
|
2021
Q2 | – | Sell |
-1,479
| Closed | -$78K | – | 1484 |
|
|
2021
Q1 | $78K | Buy |
+1,479
| New | +$78K | 0.01% | 743 |
|
|
2020
Q2 | – | Sell |
-1,424
| Closed | -$32K | – | 1068 |
|
|
2020
Q1 | $32K | Buy |
1,424
+215
| +18% | +$4.83K | ﹤0.01% | 606 |
|
|
2019
Q4 | $47K | Hold |
1,209
| – | – | 0.01% | 563 |
|
|
2019
Q3 | $44K | Hold |
1,209
| – | – | 0.01% | 561 |
|
|
2019
Q2 | $38K | Sell |
1,209
-65
| -5% | -$2.04K | 0.01% | 567 |
|
|
2019
Q1 | $36K | Hold |
1,274
| – | – | 0.01% | 534 |
|
|
2018
Q4 | $33K | Hold |
1,274
| – | – | 0.01% | 521 |
|
|
2018
Q3 | $32K | Hold |
1,274
| – | – | 0.01% | 566 |
|
|
2018
Q2 | $37K | Hold |
1,274
| – | – | 0.01% | 526 |
|
|
2018
Q1 | $38K | Buy |
1,274
+1,118
| +717% | +$33.3K | 0.01% | 452 |
|
|
2017
Q4 | $5K | Hold |
156
| – | – | ﹤0.01% | 788 |
|
|
2017
Q3 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 689 |
|