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Whipplewood Advisors’s Pultegroup PHM Stock Holding History

Whipplewood Advisors’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16.2K Buy
154
+127
+470% +$13.4K 0.01% 499
2025
Q1 		$15.8K Sell
27
-131
-83% -$76.8K 0.01% 488
2024
Q4 		$17.2K Buy
+158
New +$17.2K 0.01% 467