EverSource Wealth 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	$58.7K	Buy	949 +157	+20%	+$11.1K	﹤0.01%	1776
2025 Q4	$52.1K	Buy	792 +20	+3%	+$1.39K	﹤0.01%	1721
2025 Q3	$55.9K	Buy	772 +73	+10%	+$5.42K	﹤0.01%	1620
2025 Q2	$46.8K	Buy	699 +462	+195%	+$30.6K	﹤0.01%	1659
2025 Q1	$16.8K	Buy	237 +21	+10%	+$1.58K	﹤0.01%	1796
2024 Q4	$16.6K	Sell	216 -168	-44%	-$15.3K	﹤0.01%	1729
2024 Q3	$39.4K	Sell	384 -490	-56%	-$46.3K	﹤0.01%	1164
2024 Q2	$88.7K	Buy	874 +22	+3%	+$1.85K	0.01%	845
2024 Q1	$70.6K	Sell	852 -48	-5%	-$3.88K	0.01%	845
2023 Q4	$78.4K	Buy	900 +102	+13%	+$7.03K	0.01%	731
2023 Q3	$48.8K	Sell	798 -6	-0.7%	-$412	0.01%	817
2023 Q2	$57.2K	Buy	804 +18	+2%	+$1.13K	0.01%	790
2023 Q1	$45.9K	Buy	786 +212	+37%	+$11.4K	0.01%	819
2022 Q4	$26.5K	Sell	574 -982	-63%	-$39.7K	﹤0.01%	980
2022 Q3	$55K	Sell	1,556 -292	-16%	-$11.8K	0.01%	613
2022 Q2	$67K	Buy	1,848 +1,600	+645%	+$63.9K	0.02%	515
2022 Q1	$10K	Buy	+248	New	+$12.1K	﹤0.01%	974