TwinBeech Capital’s Meritage Homes MTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-182,230
Closed -$12.9M 880
2025
Q1
$12.9M Buy
182,230
+148,168
+435% +$10.5M 0.23% 119
2024
Q4
$2.62M Buy
+34,062
New +$2.62M 0.04% 305
2023
Q4
Sell
-49,682
Closed -$3.04M 811
2023
Q3
$3.04M Buy
+49,682
New +$3.04M 0.06% 342
2021
Q4
Sell
-42,644
Closed -$2.07M 725
2021
Q3
$2.07M Buy
+42,644
New +$2.07M 0.15% 214
2021
Q1
Sell
-21,416
Closed -$887K 592
2020
Q4
$887K Buy
+21,416
New +$887K 0.14% 197
2020
Q2
Sell
-36,076
Closed -$659K 456
2020
Q1
$659K Buy
36,076
+28,498
+376% +$521K 0.26% 128
2019
Q4
$232K Buy
+7,578
New +$232K 0.07% 334