WAM
WealthTrust Asset Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,441
| Closed | -$701K | – | 97 |
|
|
2024
Q4 | $701K | Sell |
6,441
-193
| -3% | -$21K | 0.5% | 49 |
|
|
2024
Q3 | $952K | Sell |
6,634
-824
| -11% | -$118K | 0.71% | 34 |
|
|
2024
Q2 | $821K | Sell |
7,458
-48
| -0.6% | -$5.29K | 0.6% | 44 |
|
|
2024
Q1 | $905K | Buy |
7,506
+225
| +3% | +$27.1K | 0.69% | 32 |
|
|
2023
Q4 | $752K | Buy |
+7,281
| New | +$752K | 0.63% | 41 |
|