World Investment Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
3,985
+428
| +12% | +$45.1K | 0.01% | 791 |
|
|
2025
Q1 | $366K | Sell |
3,557
-8,490
| -70% | -$873K | 0.01% | 794 |
|
|
2024
Q4 | $1.31M | Buy |
12,047
+2,532
| +27% | +$276K | 0.04% | 413 |
|
|
2024
Q3 | $1.37M | Buy |
9,515
+1,706
| +22% | +$245K | 0.04% | 365 |
|
|
2024
Q2 | $860K | Buy |
7,809
+2,565
| +49% | +$282K | 0.05% | 296 |
|
|
2024
Q1 | $633K | Buy |
+5,244
| New | +$633K | 0.09% | 184 |
|