Petrus Trust Company’s MarineMax HZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,950
| Closed | -$426K | – | 710 |
|
|
2023
Q4 | $426K | Buy |
+10,950
| New | +$426K | 0.04% | 289 |
|
|
2023
Q2 | – | Sell |
-11,316
| Closed | -$325K | – | 664 |
|
|
2023
Q1 | $325K | Sell |
11,316
-3,364
| -23% | -$96.7K | 0.04% | 257 |
|
|
2022
Q4 | $458K | Buy |
+14,680
| New | +$458K | 0.06% | 118 |
|
|
2020
Q4 | – | Sell |
-8,541
| Closed | -$219K | – | 148 |
|
|
2020
Q3 | $219K | Sell |
8,541
-1,373
| -14% | -$35.2K | 0.02% | 175 |
|
|
2020
Q2 | $222K | Sell |
9,914
-8,427
| -46% | -$189K | 0.03% | 156 |
|
|
2020
Q1 | $191K | Buy |
18,341
+3,568
| +24% | +$37.2K | 0.03% | 104 |
|
|
2019
Q4 | $247K | Hold |
14,773
| – | – | 0.04% | 189 |
|
|
2019
Q3 | $229K | Hold |
14,773
| – | – | 0.04% | 179 |
|
|
2019
Q2 | $243K | Hold |
14,773
| – | – | 0.04% | 155 |
|
|
2019
Q1 | $283K | Hold |
14,773
| – | – | 0.05% | 127 |
|
|
2018
Q4 | $270K | Buy |
+14,773
| New | +$270K | 0.06% | 112 |
|
|
2018
Q3 | – | Sell |
-10,992
| Closed | -$208K | – | 289 |
|
|
2018
Q2 | $208K | Buy |
+10,992
| New | +$208K | 0.04% | 237 |
|