MPM
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Meritage Portfolio Management’s Spire SR Stock Holding History

Meritage Portfolio Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40,079
Closed -$3.27M – 340
2025
Q3 		$3.27M Sell
40,079
-551
-1% -$41.9K 0.22% 133
2025
Q2 		$2.97M Sell
40,630
-1,079
-3% -$80.8K 0.19% 140
2025
Q1 		$3.26M Sell
41,709
-1,136
-3% -$83.1K 0.22% 132
2024
Q4 		$2.91M Sell
42,845
-3,013
-7% -$202K 0.18% 138
2024
Q3 		$3.09M Buy
+45,858
New +$2.98M 0.19% 152

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