Whittier Trust’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 | $12.5K | Sell |
186
-474
| -72% | -$31.7K | ﹤0.01% | 1200 |
|
|
2025
Q1 | $46.8K | Hold |
660
| – | – | ﹤0.01% | 944 |
|
|
2024
Q4 | $50.8K | Hold |
660
| – | – | ﹤0.01% | 934 |
|
|
2024
Q3 | $67.7K | Sell |
660
-398
| -38% | -$40.8K | ﹤0.01% | 874 |
|
|
2024
Q2 | $85.6K | Hold |
1,058
| – | – | ﹤0.01% | 805 |
|
|
2024
Q1 | $92.8K | Sell |
1,058
-98
| -8% | -$8.6K | ﹤0.01% | 797 |
|
|
2023
Q4 | $101K | Hold |
1,156
| – | – | ﹤0.01% | 766 |
|
|
2023
Q3 | $70.7K | Sell |
1,156
-56
| -5% | -$3.43K | ﹤0.01% | 843 |
|
|
2023
Q2 | $86.2K | Sell |
1,212
-428
| -26% | -$30.4K | ﹤0.01% | 810 |
|
|
2023
Q1 | $95.7K | Sell |
1,640
-338
| -17% | -$19.7K | ﹤0.01% | 820 |
|
|
2022
Q4 | $91.2K | Sell |
1,978
-4,380
| -69% | -$202K | ﹤0.01% | 837 |
|
|
2022
Q3 | $223K | Hold |
6,358
| – | – | ﹤0.01% | 609 |
|
|
2022
Q2 | $230K | Sell |
6,358
-89,450
| -93% | -$3.24M | ﹤0.01% | 605 |
|
|
2022
Q1 | $3.8M | Buy |
95,808
+5,602
| +6% | +$222K | 0.06% | 224 |
|
|
2021
Q4 | $5.51M | Buy |
90,206
+4,958
| +6% | +$303K | 0.09% | 183 |
|
|
2021
Q3 | $4.13M | Buy |
85,248
+42,946
| +102% | +$2.08M | 0.08% | 204 |
|
|
2021
Q2 | $1.99M | Buy |
42,302
+3,892
| +10% | +$183K | 0.04% | 268 |
|
|
2021
Q1 | $1.77M | Buy |
38,410
+4,366
| +13% | +$201K | 0.03% | 281 |
|
|
2020
Q4 | $1.41M | Buy |
34,044
+1,922
| +6% | +$79.6K | 0.03% | 286 |
|
|
2020
Q3 | $1.77M | Buy |
+32,122
| New | +$1.77M | 0.04% | 256 |
|