Mount Yale Investment Advisors’s Builders FirstSource BLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.4K | Buy |
+578
| New | +$67.4K | 0.01% | 736 |
|
|
2025
Q1 | – | Sell |
-1,792
| Closed | -$256K | – | 533 |
|
|
2024
Q4 | $256K | Sell |
1,792
-1,168
| -39% | -$167K | 0.02% | 482 |
|
|
2024
Q3 | $574K | Buy |
2,960
+610
| +26% | +$118K | 0.06% | 318 |
|
|
2024
Q2 | $325K | Buy |
2,350
+1,254
| +114% | +$174K | 0.03% | 417 |
|
|
2024
Q1 | $229K | Buy |
+1,096
| New | +$229K | 0.02% | 498 |
|
|
2018
Q3 | – | Sell |
-6,296
| Closed | -$115K | – | 943 |
|
|
2018
Q2 | $115K | Buy |
6,296
+1,035
| +20% | +$18.9K | 0.02% | 411 |
|
|
2018
Q1 | $104K | Buy |
+5,261
| New | +$104K | 0.02% | 436 |
|