MG
Meritage Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,243
| Closed | -$320K | – | 32 |
|
|
2024
Q2 | $320K | Sell |
1,243
-86,094
| -99% | -$22.1M | 0.01% | 31 |
|
|
2024
Q1 | $26.3M | Sell |
87,337
-955,949
| -92% | -$288M | 0.62% | 19 |
|
|
2023
Q4 | $275M | Buy |
1,043,286
+4,793
| +0.5% | +$1.26M | 6.32% | 8 |
|
|
2023
Q3 | $211M | Sell |
1,038,493
-571,359
| -35% | -$116M | 5% | 9 |
|
|
2023
Q2 | $340M | Sell |
1,609,852
-796,536
| -33% | -$168M | 9.48% | 3 |
|
|
2023
Q1 | $481M | Buy |
2,406,388
+12,587
| +0.5% | +$2.51M | 14.55% | 1 |
|
|
2022
Q4 | $317M | Buy |
2,393,801
+579,871
| +32% | +$76.9M | 10.95% | 5 |
|
|
2022
Q3 | $261M | Buy |
1,813,930
+25,905
| +1% | +$3.73M | 7.82% | 7 |
|
|
2022
Q2 | $295M | Sell |
1,788,025
-596,388
| -25% | -$98.4M | 8.52% | 5 |
|
|
2022
Q1 | $506M | Sell |
2,384,413
-618
| -0% | -$131K | 7.88% | 1 |
|
|
2021
Q4 | $606M | Sell |
2,385,031
-36,390
| -2% | -$9.25M | 10.28% | 1 |
|
|
2021
Q3 | $657M | Sell |
2,421,421
-41,661
| -2% | -$11.3M | 12.94% | 1 |
|
|
2021
Q2 | $602M | Buy |
2,463,082
+265,811
| +12% | +$64.9M | 11.28% | 3 |
|
|
2021
Q1 | $466M | Buy |
2,197,271
+889,880
| +68% | +$189M | 8.92% | 5 |
|
|
2020
Q4 | $291M | Sell |
1,307,391
-281,934
| -18% | -$62.7M | 5.7% | 7 |
|
|
2020
Q3 | $399M | Sell |
1,589,325
-131,581
| -8% | -$33.1M | 7.6% | 5 |
|
|
2020
Q2 | $322M | Buy |
1,720,906
+729,767
| +74% | +$137M | 6.81% | 6 |
|
|
2020
Q1 | $143M | Buy |
991,139
+214,403
| +28% | +$30.9M | 3.88% | 13 |
|
|
2019
Q4 | $126M | Buy |
+776,736
| New | +$126M | 2.22% | 18 |
|
|
2017
Q1 | – | Sell |
-17,797
| Closed | -$1.22M | – | 31 |
|
|
2016
Q4 | $1.22M | Buy |
+17,797
| New | +$1.22M | 0.03% | 58 |
|