WR Wealth Planners’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$29.5K Buy
271
+30
+12% +$3.27K 0.01% 395
2024
Q3
$34.6K Buy
241
+9
+4% +$1.29K 0.01% 389
2024
Q2
$25.5K Buy
232
+82
+55% +$9.03K 0.01% 411
2024
Q1
$18.1K Buy
+150
New +$18.1K 0.01% 473