Pulte shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Pulte (PHM) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in Pulte
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All positions including Pulte held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pulte by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 28k | 143.53 |
| 2024-06-30 | $2.9M | 26k | 110.10 |
| 2024-03-31 | $3.1M | 26k | 120.62 |
| 2023-12-31 | $2.7M | 26k | 103.22 |