Carson Wealth (CWM LLC)’s Meritage Homes MTH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
4,568
+3,460
+312% +$232K ﹤0.01% 1849
2025
Q1
$79K Buy
1,108
+276
+33% +$19.7K ﹤0.01% 2614
2024
Q4
$64K Sell
832
-34
-4% -$2.62K ﹤0.01% 2605
2024
Q3
$89K Buy
866
+116
+15% +$11.9K ﹤0.01% 2273
2024
Q2
$61K Buy
750
+84
+13% +$6.83K ﹤0.01% 2331
2024
Q1
$58K Buy
666
+4
+0.6% +$348 ﹤0.01% 2205
2023
Q4
$58K Buy
662
+6
+0.9% +$526 ﹤0.01% 2079
2023
Q3
$40K Sell
656
-106
-14% -$6.46K ﹤0.01% 2207
2023
Q2
$54K Sell
762
-106
-12% -$7.51K ﹤0.01% 1922
2023
Q1
$51K Buy
868
+118
+16% +$6.93K ﹤0.01% 1861
2022
Q4
$35K Buy
750
+92
+14% +$4.29K ﹤0.01% 1977
2022
Q3
$23K Buy
658
+290
+79% +$10.1K ﹤0.01% 2138
2022
Q2
$13K Sell
368
-60
-14% -$2.12K ﹤0.01% 2424
2022
Q1
$17K Buy
428
+180
+73% +$7.15K ﹤0.01% 2181
2021
Q4
$15K Buy
+248
New +$15K ﹤0.01% 2133
2021
Q2
$1K Hold
16
﹤0.01% 2790
2021
Q1
$1K Hold
16
﹤0.01% 2790
2020
Q4
$1K Hold
16
﹤0.01% 2790
2020
Q3
$1K Hold
16
﹤0.01% 2790
2020
Q2
$1K Hold
16
﹤0.01% 2790
2020
Q1
$1K Hold
16
﹤0.01% 2790
2019
Q4
$1K Hold
16
﹤0.01% 2790
2019
Q3
$1K Hold
16
﹤0.01% 2790
2019
Q2
$1K Hold
16
﹤0.01% 2790
2019
Q1
$1K Buy
+16
New +$1K ﹤0.01% 2790
2018
Q1
Sell
-128
Closed -$3K 1493
2017
Q4
$3K Hold
128
﹤0.01% 1209
2017
Q3
$3K Buy
+128
New +$3K ﹤0.01% 1210