Creative Planning’s Meritage Homes MTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
30,300
-2,561
| -8% | -$172K | ﹤0.01% | 1299 |
|
|
2025
Q1 | $2.33M | Buy |
32,861
+9,201
| +39% | +$652K | ﹤0.01% | 1084 |
|
|
2024
Q4 | $1.82M | Sell |
23,660
-2,566
| -10% | -$197K | ﹤0.01% | 1189 |
|
|
2024
Q3 | $2.69M | Buy |
26,226
+6,214
| +31% | +$637K | ﹤0.01% | 914 |
|
|
2024
Q2 | $1.62M | Buy |
20,012
+3,874
| +24% | +$314K | ﹤0.01% | 1095 |
|
|
2024
Q1 | $1.42M | Buy |
16,138
+2,344
| +17% | +$206K | ﹤0.01% | 1121 |
|
|
2023
Q4 | $1.2M | Buy |
13,794
+3,746
| +37% | +$326K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $615K | Buy |
10,048
+342
| +4% | +$20.9K | ﹤0.01% | 1426 |
|
|
2023
Q2 | $690K | Buy |
9,706
+1,526
| +19% | +$109K | ﹤0.01% | 1348 |
|
|
2023
Q1 | $478K | Buy |
8,180
+866
| +12% | +$50.6K | ﹤0.01% | 1489 |
|
|
2022
Q4 | $337K | Buy |
+7,314
| New | +$337K | ﹤0.01% | 1645 |
|
|
2020
Q4 | – | Sell |
-4,558
| Closed | -$252K | – | 2159 |
|
|
2020
Q3 | $252K | Buy |
+4,558
| New | +$252K | ﹤0.01% | 1514 |
|
|
2017
Q3 | – | Sell |
-1,400
| Closed | -$30K | – | 2939 |
|
|
2017
Q2 | $30K | Hold |
1,400
| – | – | ﹤0.01% | 2865 |
|
|
2017
Q1 | $26K | Hold |
1,400
| – | – | ﹤0.01% | 2920 |
|
|
2016
Q4 | $24K | Hold |
1,400
| – | – | ﹤0.01% | 2925 |
|
|
2016
Q3 | $24K | Buy |
+1,400
| New | +$24K | ﹤0.01% | 2904 |
|
|
2016
Q1 | – | Sell |
-1,500
| Closed | -$25K | – | 4308 |
|
|
2015
Q4 | $25K | Buy |
1,500
+600
| +67% | +$10K | ﹤0.01% | 2643 |
|
|
2015
Q3 | $16K | Buy |
+900
| New | +$16K | ﹤0.01% | 2879 |
|
|
2015
Q2 | – | Sell |
-1,036
| Closed | -$25K | – | 2192 |
|
|
2015
Q1 | $25K | Buy |
1,036
+136
| +15% | +$3.28K | ﹤0.01% | 2533 |
|
|
2014
Q4 | $16K | Buy |
+900
| New | +$16K | ﹤0.01% | 2781 |
|
|
2014
Q3 | – | Sell |
-2,650
| Closed | -$56K | – | 3945 |
|
|
2014
Q2 | $56K | Buy |
+2,650
| New | +$56K | ﹤0.01% | 1792 |
|