EWM
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Evercore Wealth Management’s Builders FirstSource BLDR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$102M Sell
873,956
-7,044
-0.8% -$822K 1.59% 21
2025
Q1
$110M Buy
881,000
+35,674
+4% +$4.46M 1.77% 20
2024
Q4
$121M Buy
845,326
+8,341
+1% +$1.19M 1.81% 20
2024
Q3
$162M Sell
836,985
-34,890
-4% -$6.76M 2.43% 12
2024
Q2
$121M Buy
871,875
+5,936
+0.7% +$822K 1.9% 18
2024
Q1
$181M Sell
865,939
-54,932
-6% -$11.5M 2.83% 9
2023
Q4
$154M Buy
920,871
+6,266
+0.7% +$1.05M 2.58% 9
2023
Q3
$114M Buy
914,605
+11,368
+1% +$1.42M 2.13% 13
2023
Q2
$123M Sell
903,237
-31,605
-3% -$4.3M 2.25% 12
2023
Q1
$83M Sell
934,842
-143,408
-13% -$12.7M 1.65% 23
2022
Q4
$70M Buy
1,078,250
+16,990
+2% +$1.1M 1.47% 29
2022
Q3
$62.5M Buy
1,061,260
+9,904
+0.9% +$584K 1.41% 24
2022
Q2
$56.5M Buy
1,051,356
+19,103
+2% +$1.03M 1.19% 31
2022
Q1
$66.6M Buy
1,032,253
+80,441
+8% +$5.19M 1.18% 31
2021
Q4
$81.6M Buy
951,812
+12,616
+1% +$1.08M 1.33% 30
2021
Q3
$48.6M Buy
+939,196
New +$48.6M 0.88% 41