CWP
Concord Wealth Partners’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Hold |
90
| – | – | ﹤0.01% | 533 |
|
|
2025
Q1 | $11.2K | Hold |
90
| – | – | ﹤0.01% | 496 |
|
|
2024
Q4 | $12.9K | Hold |
90
| – | – | ﹤0.01% | 501 |
|
|
2024
Q3 | $17.4K | Hold |
90
| – | – | ﹤0.01% | 495 |
|
|
2024
Q2 | $12.5K | Hold |
90
| – | – | ﹤0.01% | 482 |
|
|
2024
Q1 | $18.8K | Hold |
90
| – | – | ﹤0.01% | 495 |
|
|
2023
Q4 | $15K | Hold |
90
| – | – | ﹤0.01% | 517 |
|
|
2023
Q3 | $11.2K | Hold |
90
| – | – | ﹤0.01% | 599 |
|
|
2023
Q2 | $12.2K | Buy |
+90
| New | +$12.2K | ﹤0.01% | 580 |
|
|
2023
Q1 | – | Sell |
-104
| Closed | -$6.75K | – | 1017 |
|
|
2022
Q4 | $6.75K | Buy |
+104
| New | +$6.75K | ﹤0.01% | 702 |
|
|
2022
Q3 | – | Sell |
-90
| Closed | -$5K | – | 268 |
|
|
2022
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 806 |
|
|
2022
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 862 |
|
|
2021
Q4 | $8K | Hold |
90
| – | – | ﹤0.01% | 830 |
|
|
2021
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 573 |
|
|
2021
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 757 |
|
|
2021
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 697 |
|
|
2020
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 429 |
|