JWM
JGP Wealth Management’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
2,604
-719
| -22% | -$83.9K | 0.04% | 167 |
|
|
2025
Q1 | $415K | Sell |
3,323
-1,175
| -26% | -$147K | 0.05% | 138 |
|
|
2024
Q4 | $643K | Hold |
4,498
| – | – | 0.08% | 116 |
|
|
2024
Q3 | $872K | Sell |
4,498
-22
| -0.5% | -$4.27K | 0.11% | 101 |
|
|
2024
Q2 | $626K | Buy |
4,520
+3
| +0.1% | +$415 | 0.09% | 113 |
|
|
2024
Q1 | $942K | Buy |
4,517
+19
| +0.4% | +$3.96K | 0.14% | 87 |
|
|
2023
Q4 | $751K | Hold |
4,498
| – | – | 0.11% | 102 |
|
|
2023
Q3 | $560K | Buy |
+4,498
| New | +$560K | 0.09% | 107 |
|