Wedmont Private Capital’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Sell
3,049
-444
-13% -$50.5K 0.01% 528
2025
Q1
$330K Buy
3,493
+443
+15% +$41.9K 0.02% 494
2024
Q4
$328K Buy
3,050
+110
+4% +$11.8K 0.02% 511
2024
Q3
$410K Buy
2,940
+119
+4% +$16.6K 0.02% 421
2024
Q2
$328K Buy
2,821
+270
+11% +$31.4K 0.02% 470
2024
Q1
$294K Buy
2,551
+69
+3% +$7.96K 0.02% 457
2023
Q4
$257K Buy
+2,482
New +$257K 0.02% 465