STCG
Speece Thorson Capital Group’s Mohawk Industries MHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
98,378
+1,930
| +2% | +$202K | 2.1% | 31 |
|
|
2025
Q1 | $11M | Sell |
96,448
-1,614
| -2% | -$184K | 2.27% | 29 |
|
|
2024
Q4 | $11.7M | Sell |
98,062
-493
| -0.5% | -$58.7K | 2.3% | 26 |
|
|
2024
Q3 | $15.8M | Sell |
98,555
-45,389
| -32% | -$7.29M | 2.93% | 13 |
|
|
2024
Q2 | $16.4M | Buy |
143,944
+16,399
| +13% | +$1.86M | 3.34% | 8 |
|
|
2024
Q1 | $16.7M | Sell |
127,545
-1,678
| -1% | -$220K | 3.23% | 7 |
|
|
2023
Q4 | $13.4M | Buy |
129,223
+862
| +0.7% | +$89.2K | 2.74% | 17 |
|
|
2023
Q3 | $11M | Sell |
128,361
-141
| -0.1% | -$12.1K | 2.43% | 21 |
|
|
2023
Q2 | $13.3M | Sell |
128,502
-1,365
| -1% | -$141K | 2.71% | 17 |
|
|
2023
Q1 | $13M | Sell |
129,867
-1,461
| -1% | -$146K | 2.74% | 16 |
|
|
2022
Q4 | $13.4M | Hold |
131,328
| – | – | 2.88% | 14 |
|
|
2022
Q3 | $12M | Buy |
131,328
+22,800
| +21% | +$2.08M | 2.73% | 15 |
|
|
2022
Q2 | $13.5M | Buy |
108,528
+9,187
| +9% | +$1.14M | 3.17% | 8 |
|
|
2022
Q1 | $12.3M | Buy |
99,341
+2,986
| +3% | +$371K | 2.64% | 15 |
|
|
2021
Q4 | $17.6M | Buy |
96,355
+16,904
| +21% | +$3.08M | 3.36% | 12 |
|
|
2021
Q3 | $14.1M | Sell |
79,451
-47
| -0.1% | -$8.34K | 2.95% | 14 |
|
|
2021
Q2 | $15.3M | Sell |
79,498
-12,190
| -13% | -$2.34M | 3.19% | 13 |
|
|
2021
Q1 | $17.6M | Sell |
91,688
-55,648
| -38% | -$10.7M | 3.71% | 8 |
|
|
2020
Q4 | $20.8M | Sell |
147,336
-35,868
| -20% | -$5.06M | 4.94% | 2 |
|
|
2020
Q3 | $17.9M | Buy |
183,204
+65,989
| +56% | +$6.44M | 4.73% | 3 |
|
|
2020
Q2 | $11.9M | Buy |
117,215
+18,630
| +19% | +$1.9M | 3.44% | 10 |
|
|
2020
Q1 | $7.52M | Buy |
98,585
+11,150
| +13% | +$850K | 2.59% | 19 |
|
|
2019
Q4 | $11.9M | Sell |
87,435
-690
| -0.8% | -$94.1K | 3.09% | 14 |
|
|
2019
Q3 | $10.9M | Buy |
88,125
+27,977
| +47% | +$3.47M | 2.92% | 16 |
|
|
2019
Q2 | $8.87M | Buy |
60,148
+8,996
| +18% | +$1.33M | 2.36% | 20 |
|
|
2019
Q1 | $6.45M | Buy |
51,152
+10,498
| +26% | +$1.32M | 1.77% | 31 |
|
|
2018
Q4 | $4.76M | Buy |
+40,654
| New | +$4.76M | 1.42% | 34 |
|