Meritage Portfolio Management’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,188
| Closed | -$225K | – | 343 |
|
|
2024
Q1 | $225K | Sell |
5,188
-301
| -5% | -$13.1K | 0.01% | 319 |
|
|
2023
Q4 | $301K | Buy |
5,489
+113
| +2% | +$6.2K | 0.02% | 293 |
|
|
2023
Q3 | $264K | Sell |
5,376
-4,063
| -43% | -$200K | 0.02% | 298 |
|
|
2023
Q2 | $554K | Buy |
9,439
+2,053
| +28% | +$120K | 0.04% | 231 |
|
|
2023
Q1 | $417K | Sell |
7,386
-48
| -0.6% | -$2.71K | 0.03% | 224 |
|
|
2022
Q4 | $396K | Buy |
7,434
+234
| +3% | +$12.5K | 0.03% | 229 |
|
|
2022
Q3 | $346K | Buy |
7,200
+234
| +3% | +$11.2K | 0.03% | 233 |
|
|
2022
Q2 | $367K | Sell |
6,966
-161
| -2% | -$8.48K | 0.03% | 230 |
|
|
2022
Q1 | $413K | Buy |
+7,127
| New | +$413K | 0.03% | 232 |
|