Meritage Portfolio Management’s NEW HORIZONS WORLDWIDE INC NEWHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-200,000
Closed -$1K 358
2024
Q1
$1K Hold
200,000
﹤0.01% 337
2023
Q4
$1K Hold
200,000
﹤0.01% 332
2023
Q3
$2K Hold
200,000
﹤0.01% 325
2023
Q2
$2K Hold
200,000
﹤0.01% 338
2023
Q1
$3K Hold
200,000
﹤0.01% 311
2022
Q4
$2K Hold
200,000
﹤0.01% 309
2022
Q3
$3K Hold
200,000
﹤0.01% 301
2022
Q2
$3K Hold
200,000
﹤0.01% 303
2022
Q1
$5K Hold
200,000
﹤0.01% 333
2021
Q4
$4K Hold
200,000
﹤0.01% 333
2021
Q3
$5K Hold
200,000
﹤0.01% 313
2021
Q2
$6K Buy
+200,000
New +$6K ﹤0.01% 298

Meritage Portfolio Management's NEWHE Position: Q2 2024 in Review

Meritage Portfolio Management sold out of NEW HORIZONS WORLDWIDE INC (NEWHE) in Q2 2024, closing a stake of 200,000 shares — an estimated $1K sold.

Meritage Portfolio Management first reported a position in NEWHE in Q2 2021 and held it in 12 quarters. The position peaked at $6K in Q2 2021. 0 funds tracked by Wall St. Rank hold NEWHE as of Q2 2024.

  • Meritage Portfolio Management reported no remaining NEW HORIZONS WORLDWIDE INC position as of Q2 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 200,000 NEW HORIZONS WORLDWIDE INC shares in Q2 2024, an estimated $1K.
  • Meritage Portfolio Management first reported a position in NEW HORIZONS WORLDWIDE INC in Q2 2021 and held it in 12 quarters.
  • Meritage Portfolio Management's NEW HORIZONS WORLDWIDE INC position peaked at $6K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held NEW HORIZONS WORLDWIDE INC as of Q2 2024.

Based on Meritage Portfolio Management's 13F filing for Q2 2024, filed 9 Aug 2024.