NPIC
Neumeier Poma Investment Counsel’s Meritage Homes MTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-142,700
| Closed | -$29.3M | – | 46 |
|
|
2024
Q3 | $29.3M | Buy |
142,700
+74,880
| +110% | +$15.4M | 2.79% | 15 |
|
|
2024
Q2 | $11M | Sell |
67,820
-2,740
| -4% | -$443K | 1% | 39 |
|
|
2024
Q1 | $12.4M | Sell |
70,560
-131,355
| -65% | -$23M | 1.14% | 35 |
|
|
2023
Q4 | $35.2M | Buy |
201,915
+59,185
| +41% | +$10.3M | 3.13% | 16 |
|
|
2023
Q3 | $17.5M | Sell |
142,730
-61,680
| -30% | -$7.55M | 1.71% | 28 |
|
|
2023
Q2 | $29.1M | Buy |
204,410
+30,740
| +18% | +$4.37M | 2.66% | 17 |
|
|
2023
Q1 | $20.3M | Sell |
173,670
-79,530
| -31% | -$9.29M | 1.89% | 26 |
|
|
2022
Q4 | $23.3M | Buy |
+253,200
| New | +$23.3M | 2.17% | 22 |
|