Meritage Portfolio Management’s Taylor Morrison TMHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$397K	Sell	6,750 -1,496	-18%	-$91.5K	0.03%	245
2025 Q3	$544K	Sell	8,246 -4,394	-35%	-$289K	0.04%	223
2025 Q2	$776K	Sell	12,640 -687	-5%	-$39.9K	0.05%	207
2025 Q1	$800K	Buy	13,327 +712	+6%	+$44.3K	0.05%	203
2024 Q4	$772K	Buy	12,615 +1,380	+12%	+$94.2K	0.05%	216
2024 Q3	$789K	Buy	11,235 +949	+9%	+$60.8K	0.05%	219
2024 Q2	$570K	Sell	10,286 -8	-0.1%	-$457	0.04%	231
2024 Q1	$640K	Sell	10,294 -591	-5%	-$32.6K	0.04%	226
2023 Q4	$581K	Buy	10,885 +229	+2%	+$10.2K	0.04%	240
2023 Q3	$454K	Sell	10,656 -352	-3%	-$16.6K	0.03%	245
2023 Q2	$537K	Buy	11,008 +1,789	+19%	+$77K	0.04%	234
2023 Q1	$353K	Sell	9,219 -315	-3%	-$11.1K	0.03%	232
2022 Q4	$289K	Buy	9,534 +332	+4%	+$9.25K	0.02%	259
2022 Q3	$215K	Buy	9,202 +55	+0.6%	+$1.43K	0.02%	277
2022 Q2	$214K	Sell	9,147 -1	-0%	-$26	0.02%	287
2022 Q1	$249K	Buy	+9,148	New	+$278K	0.02%	298