OWP
Obermeyer Wealth Partners’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
1,929
-11
| -0.6% | -$1.28K | 0.01% | 258 |
|
|
2025
Q1 | $242K | Buy |
1,940
+2
| +0.1% | +$250 | 0.01% | 229 |
|
|
2024
Q4 | $277K | Buy |
1,938
+18
| +0.9% | +$2.57K | 0.01% | 215 |
|
|
2024
Q3 | $372K | Hold |
1,920
| – | – | 0.02% | 183 |
|
|
2024
Q2 | $266K | Hold |
1,920
| – | – | 0.02% | 202 |
|
|
2024
Q1 | $400K | Hold |
1,920
| – | – | 0.02% | 162 |
|
|
2023
Q4 | $321K | Hold |
1,920
| – | – | 0.02% | 164 |
|
|
2023
Q3 | $239K | Buy |
+1,920
| New | +$239K | 0.02% | 184 |
|
|
2023
Q1 | – | Sell |
-3,850
| Closed | -$250K | – | 221 |
|
|
2022
Q4 | $250K | Buy |
+3,850
| New | +$250K | 0.02% | 184 |
|