WCM
Woodson Capital Management’s Meritage Homes MTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-102,500
| Closed | -$7.27M | – | 30 |
|
|
2025
Q1 | $7.27M | Buy |
102,500
+64,200
| +168% | +$4.55M | 1.26% | 18 |
|
|
2024
Q4 | $5.89M | Buy |
38,300
+8,300
| +28% | +$1.28M | 0.95% | 25 |
|
|
2024
Q3 | $6.15M | Sell |
30,000
-12,500
| -29% | -$2.56M | 1.2% | 29 |
|
|
2024
Q2 | $6.88M | Buy |
42,500
+3,000
| +8% | +$486K | 1.19% | 25 |
|
|
2024
Q1 | $6.93M | Buy |
39,500
+5,500
| +16% | +$965K | 1.11% | 30 |
|
|
2023
Q4 | $5.92M | Sell |
34,000
-9,000
| -21% | -$1.57M | 1.22% | 32 |
|
|
2023
Q3 | $5.26M | Sell |
43,000
-13,000
| -23% | -$1.59M | 1.03% | 34 |
|
|
2023
Q2 | $7.97M | Sell |
56,000
-12,000
| -18% | -$1.71M | 1.2% | 33 |
|
|
2023
Q1 | $7.94M | Sell |
68,000
-22,000
| -24% | -$2.57M | 1.23% | 27 |
|
|
2022
Q4 | $8.3M | Sell |
90,000
-10,000
| -10% | -$922K | 1.36% | 20 |
|
|
2022
Q3 | $7.03M | Hold |
100,000
| – | – | 1.12% | 27 |
|
|
2022
Q2 | $7.25M | Buy |
+100,000
| New | +$7.25M | 1% | 27 |
|