Meritage Portfolio Management’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,290
Closed -$436K 345
2024
Q4
$436K Buy
4,290
+288
+7% +$29.3K 0.03% 264
2024
Q3
$346K Buy
4,002
+408
+11% +$35.3K 0.02% 289
2024
Q2
$325K Buy
3,594
+41
+1% +$3.71K 0.02% 282
2024
Q1
$348K Sell
3,553
-335
-9% -$32.8K 0.02% 279
2023
Q4
$338K Buy
3,888
+210
+6% +$18.3K 0.02% 287
2023
Q3
$284K Buy
+3,678
New +$284K 0.02% 289