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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

PHM holding history

Pultegroup Inc in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHM overviewAll 13F holders of PHMFull Q2 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2022
Holdings of PHM by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−6,953−100.0%Sold outHolders
Q1 20256,953$715.9K<0.1%−6,047−46.5%ReducedHolders
Q4 202413,000$1.42M<0.1%+3,105+31.4%AddedHolders
Q3 20249,895$1.42M<0.1%+829+9.1%AddedHolders
Q2 20249,066$999.1K<0.1%+1,316+17.0%AddedHolders
Q1 20247,750$934.8K<0.1%+1,326+20.6%AddedHolders
Q4 20236,424$663.5K<0.1%+1,939+43.2%AddedHolders
Q3 20234,485$332.1K<0.1%+4,485NewHolders
Q3 20220$00.0%−5,860−100.0%Sold outHolders
Q2 20225,860$232.0K<0.1%−2,128−26.6%ReducedHolders
Q1 20227,988$335.0K<0.1%–No prior filingHolders