Integrated Wealth Concepts’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	$3.22M	Buy	52,106 +792	+2%	+$56K	0.03%	580
2025 Q4	$3.38M	Buy	51,314 +1,888	+4%	+$131K	0.04%	397
2025 Q3	$3.58M	Sell	49,426 -4,609	-9%	-$342K	0.03%	476
2025 Q2	$3.62M	Buy	54,035 +9,309	+21%	+$617K	0.04%	427
2025 Q1	$3.17M	Buy	44,726 +7,102	+19%	+$534K	0.04%	448
2024 Q4	$2.89M	Buy	37,624 +6,686	+22%	+$610K	0.03%	443
2024 Q3	$3.17M	Buy	30,938 +1,632	+6%	+$154K	0.04%	408
2024 Q2	$2.37M	Buy	29,306 +1,416	+5%	+$119K	0.03%	459
2024 Q1	$2.45M	Buy	27,890 +7,706	+38%	+$623K	0.04%	448
2023 Q4	$1.76M	Buy	20,184 +886	+5%	+$61.1K	0.03%	527
2023 Q3	$1.18M	Buy	19,298 +9,562	+98%	+$657K	0.02%	626
2023 Q2	$693K	Sell	9,736 -11,274	-54%	-$708K	0.01%	835
2023 Q1	$1.23M	Buy	+21,010	New	+$1.13M	0.03%	548