CAPTRUST Financial Advisors’s Meritage Homes MTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $377K | Buy |
6,097
+1,473
| +32% | +$104K | ﹤0.01% | 2230 |
|
|
2025
Q4 | $304K | Buy |
4,624
+18
| +0.4% | +$1.25K | ﹤0.01% | 2241 |
|
|
2025
Q3 | $334K | Buy |
4,606
+1,575
| +52% | +$117K | ﹤0.01% | 2105 |
|
|
2025
Q2 | $203K | Buy |
+3,031
| New | +$201K | ﹤0.01% | 2295 |
|
|
2024
Q4 | – | Sell |
-2,420
| Closed | -$248K | – | 2363 |
|
|
2024
Q3 | $248K | Buy |
+2,420
| New | +$228K | ﹤0.01% | 2005 |
|
|
2024
Q1 | – | Sell |
-9,430
| Closed | -$821K | – | 2460 |
|
|
2023
Q4 | $821K | Buy |
9,430
+522
| +6% | +$36K | ﹤0.01% | 1390 |
|
|
2023
Q3 | $545K | Buy |
8,908
+1,594
| +22% | +$110K | ﹤0.01% | 1599 |
|
|
2023
Q2 | $520K | Sell |
7,314
-480
| -6% | -$30.1K | ﹤0.01% | 1603 |
|
|
2023
Q1 | $455K | Buy |
7,794
+956
| +14% | +$51.4K | ﹤0.01% | 1459 |
|
|
2022
Q4 | $315K | Sell |
6,838
-64
| -0.9% | -$2.59K | ﹤0.01% | 1611 |
|
|
2022
Q3 | $243K | Buy |
6,902
+346
| +5% | +$14K | ﹤0.01% | 1694 |
|
|
2022
Q2 | $238K | Buy |
6,556
+498
| +8% | +$19.9K | ﹤0.01% | 1574 |
|
|
2022
Q1 | $240K | Buy |
6,058
+1,150
| +23% | +$56.2K | ﹤0.01% | 1594 |
|
|
2021
Q4 | $300K | Buy |
4,908
+18
| +0.4% | +$1K | ﹤0.01% | 1387 |
|
|
2021
Q3 | $237K | Sell |
4,890
-144
| -3% | -$7.42K | ﹤0.01% | 1439 |
|
|
2021
Q2 | $237K | Buy |
5,034
+52
| +1% | +$2.63K | ﹤0.01% | 1403 |
|
|
2021
Q1 | $229K | Buy |
4,982
+3,878
| +351% | +$168K | ﹤0.01% | 1377 |
|
|
2020
Q4 | $46K | Sell |
1,104
-6
| -0.5% | -$284 | ﹤0.01% | 1871 |
|
|
2020
Q3 | $63K | Buy |
1,110
+762
| +219% | +$36.5K | ﹤0.01% | 1546 |
|
|
2020
Q2 | $13K | Buy |
+348
| New | +$10.3K | ﹤0.01% | 2096 |
|
|
2019
Q4 | – | Sell |
-348
| Closed | -$12K | – | 1492 |
|
|
2019
Q3 | $12K | Sell |
348
-252
| -42% | -$7.87K | ﹤0.01% | 1445 |
|
|
2019
Q2 | $15K | Sell |
600
-1,600
| -73% | -$40.4K | ﹤0.01% | 1375 |
|
|
2019
Q1 | $49K | Buy |
2,200
+8
| +0.4% | +$171 | ﹤0.01% | 916 |
|
|
2018
Q4 | $40K | Buy |
2,192
+1,222
| +126% | +$22.6K | ﹤0.01% | 838 |
|
|
2018
Q3 | $19K | Sell |
970
-232
| -19% | -$5.06K | ﹤0.01% | 1024 |
|
|
2018
Q2 | $26K | Buy |
1,202
+190
| +19% | +$4.27K | ﹤0.01% | 867 |
|
|
2018
Q1 | $22K | Sell |
1,012
-24
| -2% | -$573 | ﹤0.01% | 801 |
|
|
2017
Q4 | $27K | Buy |
+1,036
| New | +$25.7K | ﹤0.01% | 717 |
|
Other funds holding MTH
VPM
VCM
GA
